Advisory Resource Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Advisory Resource Group’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 Q2	$727K	Sell	32,370 -113,287	-78%	-$2.52M	0.11%	133
2026 Q1	$3.21M	Buy	145,657 +5,399	+4%	+$120K	0.55%	46
2025 Q4	$3.12M	Buy	140,258 +7,759	+6%	+$173K	0.55%	47
2025 Q3	$2.96M	Sell	132,499 -6,202	-4%	-$137K	0.53%	49
2025 Q2	$3.09M	Buy	+138,701	New	+$3.08M	0.59%	47

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Advisory Resource Group's SHYM Position: Q2 2026 in Review

Advisory Resource Group reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 78% in Q2 2026, selling an estimated $2.52M and leaving 32,370 shares worth $727K. The position accounts for 0.11% of the portfolio, ranked #133.

Advisory Resource Group first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Advisory Resource Group held 32,370 shares of iShares Short Duration High Yield Muni Active ETF worth $727K as of Q2 2026.
Advisory Resource Group sold 113,287 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $2.52M.
iShares Short Duration High Yield Muni Active ETF made up 0.11% of Advisory Resource Group's portfolio in Q2 2026, its #133 holding.
Advisory Resource Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
Advisory Resource Group's iShares Short Duration High Yield Muni Active ETF position peaked at $3.21M in Q1 2026.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.