AWM
SHYM

Alterna Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Alterna Wealth Management’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 		$318K Buy
+14,166
New +$315K 0.18% 82

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return

Alterna Wealth Management's SHYM Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 14,166 shares worth $318K. The stake represents 0.18% of the portfolio and ranks #82 among its holdings.

43 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Alterna Wealth Management held 14,166 shares of iShares Short Duration High Yield Muni Active ETF worth $318K as of Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Alterna Wealth Management position in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.18% of Alterna Wealth Management's portfolio in Q2 2026, its #82 holding.
  • 43 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.