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

Valeo Financial Advisors’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 Q2	$426K	Hold	18,610	–	–	0.01%	499
2026 Q1	$422K	Buy	+18,610	New	+$427K	0.01%	453

Other funds holding SHYD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valeo Financial Advisors's SHYD Position: Q2 2026 in Review

Valeo Financial Advisors held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q2 2026 at 18,610 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #499.

Valeo Financial Advisors first reported a position in SHYD in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

Valeo Financial Advisors held 18,610 shares of VanEck Short High Yield Muni ETF worth $426K as of Q2 2026.
Valeo Financial Advisors left its VanEck Short High Yield Muni ETF share count unchanged in Q2 2026.
VanEck Short High Yield Muni ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #499 holding.
Valeo Financial Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2026 and has held it in 2 quarters since.
154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.