Wealthspire Advisors (New York)’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Wealthspire Advisors (New York)’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	$1.65M	Buy	72,602 +1,610	+2%	+$36.9K	0.01%	315
2025 Q4	$1.63M	Sell	70,992 -1,735	-2%	-$39.6K	0.01%	329
2025 Q3	$1.67M	Buy	72,727 +95	+0.1%	+$2.15K	0.01%	300
2025 Q2	$1.64M	Sell	72,632 -5,114	-7%	-$114K	0.01%	308
2025 Q1	$1.75M	Sell	77,746 -6,929	-8%	-$157K	0.01%	294
2024 Q4	$1.9M	Buy	+84,675	New	+$1.92M	0.02%	253

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

Wealthspire Advisors (New York)'s SHYD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its VanEck Short High Yield Muni ETF (SHYD) stake by 2.3% in Q1 2026, buying an estimated $36.9K and bringing the position to 72,602 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #315.

Wealthspire Advisors (New York) first reported a position in SHYD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q4 2024. 145 funds tracked by Wall St. Rank hold SHYD as of Q1 2026.

Wealthspire Advisors (New York) held 72,602 shares of VanEck Short High Yield Muni ETF worth $1.65M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,610 VanEck Short High Yield Muni ETF shares in Q1 2026, an estimated $36.9K.
VanEck Short High Yield Muni ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #315 holding.
Wealthspire Advisors (New York) first reported a position in VanEck Short High Yield Muni ETF in Q4 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s VanEck Short High Yield Muni ETF position peaked at $1.9M in Q4 2024.
145 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.