Superior Planning, LLC’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Superior Planning, LLC’s Portfolio SHYM Stock Details SHYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.3K	Buy	+718	New	+$15.8K	0.01%	782

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Superior Planning, LLC's SHYM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 718 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings.

116 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Superior Planning, LLC held 718 shares of iShares Short Duration High Yield Muni Active ETF worth $15.3K as of Q3 2026.
iShares Short Duration High Yield Muni Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #782 holding.
116 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.