AF
SHYM

Allworth Financial’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Allworth Financial’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 		$46.1K Sell
2,051
-26,652
-93% -$592K ﹤0.01% 2569
2026
Q1 		$632K Hold
28,703
– – ﹤0.01% 860
2025
Q4 		$638K Sell
28,703
-1,568
-5% -$34.9K ﹤0.01% 834
2025
Q3 		$676K Sell
30,271
-2,391
-7% -$53K ﹤0.01% 779
2025
Q2 		$729K Buy
32,662
+27,881
+583% +$618K ﹤0.01% 727
2025
Q1 		$106K Sell
4,781
-1,639
-26% -$37.4K ﹤0.01% 1199
2024
Q4 		$146K Buy
+6,420
New +$147K ﹤0.01% 1077

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Allworth Financial's SHYM Position: Q2 2026 in Review

Allworth Financial reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 93% in Q2 2026, selling an estimated $592K and leaving 2,051 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Allworth Financial first reported a position in SHYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $729K in Q2 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Allworth Financial held 2,051 shares of iShares Short Duration High Yield Muni Active ETF worth $46.1K as of Q2 2026.
  • Allworth Financial sold 26,652 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $592K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2569 holding.
  • Allworth Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $729K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.