ACA
SHYM

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
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

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

Aptus Capital Advisors's SHYM Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 313 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Aptus Capital Advisors first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Aptus Capital Advisors held 313 shares of iShares Short Duration High Yield Muni Active ETF worth $7.03K as of Q2 2026.
  • Aptus Capital Advisors 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 ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1635 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 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.