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

Waverly 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 Q1	$3.21M	Buy	141,801 +78,255	+123%	+$1.79M	0.02%	529
2025 Q4	$1.46M	Buy	63,546 +11,969	+23%	+$273K	0.01%	655
2025 Q3	$1.18M	Buy	51,577 +2,854	+6%	+$64.7K	0.01%	603
2025 Q2	$1.1M	Sell	48,723 -473	-1%	-$10.6K	0.01%	596
2025 Q1	$1.11M	Buy	49,196 +3,223	+7%	+$73.1K	0.01%	584
2024 Q4	$1.03M	Buy	45,973 +9,401	+26%	+$213K	0.02%	500
2024 Q3	$831K	Buy	36,572 +1,269	+4%	+$28.5K	0.02%	477
2024 Q2	$790K	Buy	35,303 +504	+1%	+$11.2K	0.02%	475
2024 Q1	$780K	Buy	+34,799	New	+$773K	0.02%	406

Other funds holding SHYD

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Waverly Advisors's SHYD Position: Q1 2026 in Review

Waverly Advisors increased its VanEck Short High Yield Muni ETF (SHYD) stake by 123% in Q1 2026, buying an estimated $1.79M and bringing the position to 141,801 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #529.

Waverly Advisors first reported a position in SHYD in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Waverly Advisors held 141,801 shares of VanEck Short High Yield Muni ETF worth $3.21M as of Q1 2026.
Waverly Advisors bought 78,255 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $1.79M.
VanEck Short High Yield Muni ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #529 holding.
Waverly Advisors first reported a position in VanEck Short High Yield Muni ETF in Q1 2024 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.