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Summit Financial’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Summit Financial’s Portfolio SHYD Stock Details SHYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$593K Buy
26,157
+10,371
+66% +$238K 0.01% 940
2025
Q4 		$362K Buy
15,786
+6,002
+61% +$137K 0.01% 1009
2025
Q3 		$224K Buy
+9,784
New +$222K ﹤0.01% 1166

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's SHYD Position: Q1 2026 in Review

Summit Financial increased its VanEck Short High Yield Muni ETF (SHYD) stake by 66% in Q1 2026, buying an estimated $238K and bringing the position to 26,157 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #940.

Summit Financial first reported a position in SHYD in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

  • Summit Financial held 26,157 shares of VanEck Short High Yield Muni ETF worth $593K as of Q1 2026.
  • Summit Financial bought 10,371 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $238K.
  • VanEck Short High Yield Muni ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #940 holding.
  • Summit Financial first reported a position in VanEck Short High Yield Muni ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.