Visionary Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Visionary Wealth 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
2025 Q4	–	Sell	-10,345	Closed	-$237K	–	632
2025 Q3	$237K	Hold	10,345	–	–	0.01%	540
2025 Q2	$234K	Hold	10,345	–	–	0.01%	517
2025 Q1	$233K	Sell	10,345 -9,975	-49%	-$226K	0.01%	493
2024 Q4	$457K	Sell	20,320 -36,982	-65%	-$838K	0.03%	364
2024 Q3	$1.3M	Sell	57,302 -7,269	-11%	-$163K	0.08%	222
2024 Q2	$1.44M	Buy	64,571 +1,541	+2%	+$34.3K	0.09%	207
2024 Q1	$1.41M	Sell	63,030 -20,958	-25%	-$465K	0.1%	203
2023 Q4	$1.86M	Sell	83,988 -27,429	-25%	-$596K	0.14%	161
2023 Q3	$2.41M	Sell	111,417 -11,132	-9%	-$246K	0.2%	127
2023 Q2	$2.73M	Sell	122,549 -55,457	-31%	-$1.23M	0.22%	115
2023 Q1	$3.97M	Sell	178,006 -35,926	-17%	-$804K	0.34%	77
2022 Q4	$4.76M	Buy	+213,932	New	+$4.71M	0.44%	67
2022 Q2	–	Sell	-49,706	Closed	-$1.16M	–	469
2022 Q1	$1.16M	Buy	+49,706	New	+$1.2M	0.09%	170

Other funds holding SHYD

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FFA

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

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

FFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Visionary Wealth Advisors's SHYD Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2025, closing a stake of 10,345 shares — an estimated $237K sold.

Visionary Wealth Advisors first reported a position in SHYD in Q1 2022 and held it in 13 quarters. The position peaked at $4.76M in Q4 2022. 145 funds tracked by Wall St. Rank hold SHYD as of Q4 2025.

Visionary Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 10,345 VanEck Short High Yield Muni ETF shares in Q4 2025, an estimated $237K.
Visionary Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2022 and held it in 13 quarters.
Visionary Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $4.76M in Q4 2022.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.