AG
SHYM

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

AmeriFlex 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 		$194K Hold
8,631
– – 0.08% 221
2026
Q1 		$190K Hold
8,631
– – 0.1% 177
2025
Q4 		$192K Sell
8,631
-8,631
-50% -$192K 0.1% 182
2025
Q3 		$386K Buy
+17,262
New +$382K 0.14% 124

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 $103B AUM 28.65% 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

AmeriFlex Group's SHYM Position: Q2 2026 in Review

AmeriFlex Group held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 8,631 shares worth $194K. The position accounts for 0.08% of the portfolio, ranked #221.

AmeriFlex Group first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • AmeriFlex Group held 8,631 shares of iShares Short Duration High Yield Muni Active ETF worth $194K as of Q2 2026.
  • AmeriFlex Group left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.08% of AmeriFlex Group's portfolio in Q2 2026, its #221 holding.
  • AmeriFlex Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • AmeriFlex Group's iShares Short Duration High Yield Muni Active ETF position peaked at $386K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.