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

Walkner Condon 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
2025 Q2	–	Sell	-9,999	Closed	-$225K	–	286
2025 Q1	$225K	Sell	9,999 -4,511	-31%	-$102K	0.05%	250
2024 Q4	$326K	Buy	14,510 +89	+0.6%	+$2.02K	0.07%	204
2024 Q3	$328K	Buy	14,421 +13	+0.1%	+$292	0.07%	204
2024 Q2	$322K	Sell	14,408 -191	-1%	-$4.25K	0.07%	191
2024 Q1	$327K	Sell	14,599 -681	-4%	-$15.1K	0.07%	204
2023 Q4	$338K	Buy	+15,280	New	+$332K	0.08%	195
2020 Q1	–	Sell	-9,509	Closed	-$240K	–	64
2019 Q4	$240K	Buy	+9,509	New	+$239K	0.23%	61

Other funds holding SHYD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Walkner Condon Financial Advisors's SHYD Position: Q2 2025 in Review

Walkner Condon Financial Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2025, closing a stake of 9,999 shares — an estimated $225K sold.

Walkner Condon Financial Advisors first reported a position in SHYD in Q4 2019 and held it in 7 quarters. The position peaked at $338K in Q4 2023. 131 funds tracked by Wall St. Rank hold SHYD as of Q2 2025.

Walkner Condon Financial Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Walkner Condon Financial Advisors sold 9,999 VanEck Short High Yield Muni ETF shares in Q2 2025, an estimated $225K.
Walkner Condon Financial Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2019 and held it in 7 quarters.
Walkner Condon Financial Advisors's VanEck Short High Yield Muni ETF position peaked at $338K in Q4 2023.
131 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.