Ashton Thomas Private Wealth’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Ashton Thomas Private Wealth’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	$3.11M	Sell	138,370 -1,471	-1%	-$32.7K	0.06%	296
2026 Q1	$3.08M	Buy	139,841 +1,155	+0.8%	+$25.8K	0.07%	272
2025 Q4	$3.08M	Buy	138,686 +43,147	+45%	+$961K	0.08%	257
2025 Q3	$2.13M	Buy	95,539 +47,083	+97%	+$1.04M	0.06%	313
2025 Q2	$1.08M	Sell	48,456 -4,834	-9%	-$107K	0.04%	400
2025 Q1	$1.21M	Buy	+53,290	New	+$1.22M	0.05%	341

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Ashton Thomas Private Wealth's SHYM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 1.1% in Q2 2026, selling an estimated $32.7K and leaving 138,370 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #296.

Ashton Thomas Private Wealth first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Ashton Thomas Private Wealth held 138,370 shares of iShares Short Duration High Yield Muni Active ETF worth $3.11M as of Q2 2026.
Ashton Thomas Private Wealth sold 1,471 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $32.7K.
iShares Short Duration High Yield Muni Active ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #296 holding.
Ashton Thomas Private Wealth first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.