Alterna Wealth Management
SHYM icon

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
Q3 		$351K Buy
16,442
+2,276
+16% +$50.1K 0.19% 82
2026
Q2 		$318K Buy
+14,166
New +$315K 0.18% 82

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Prentice Wealth Management
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Trust Company
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Heritage Investment Group
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Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Crusonia Wealth Advisors
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Cambridge Investment Research Advisors
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Alterna Wealth Management's SHYM Position: Q3 2026 in Review

Alterna Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 16% in Q3 2026, buying an estimated $50.1K and bringing the position to 16,442 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #82.

Alterna Wealth Management first reported a position in SHYM in Q2 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

  • Alterna Wealth Management held 16,442 shares of iShares Short Duration High Yield Muni Active ETF worth $351K as of Q3 2026.
  • Alterna Wealth Management bought 2,276 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $50.1K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.19% of Alterna Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Alterna Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.