Aptus Capital Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Aptus Capital Advisors’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	$6.69K	Hold	313	–	–	﹤0.01%	1638
2026 Q2	$7.03K	Hold	313	–	–	﹤0.01%	1635
2026 Q1	$6.89K	Hold	313	–	–	﹤0.01%	1533
2025 Q4	$6.96K	Buy	+313	New	+$6.97K	﹤0.01%	1526

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Aptus Capital Advisors's SHYM Position: Q3 2026 in Review

Aptus Capital Advisors held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 313 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Aptus Capital Advisors first reported a position in SHYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.03K in Q2 2026. 145 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Aptus Capital Advisors held 313 shares of iShares Short Duration High Yield Muni Active ETF worth $6.69K as of Q3 2026.
Aptus Capital Advisors left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1638 holding.
Aptus Capital Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 4 quarters since.
Aptus Capital Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $7.03K in Q2 2026.
145 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.