Atlantic Edge Private Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Atlantic Edge Private 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 Q2	$112K	Hold	5,000	–	–	0.02%	184
2026 Q1	$110K	Buy	+5,000	New	+$112K	0.03%	175

Other funds holding SHYM

OWM

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

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SHYM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 5,000 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #184.

Atlantic Edge Private Wealth Management first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Atlantic Edge Private Wealth Management held 5,000 shares of iShares Short Duration High Yield Muni Active ETF worth $112K as of Q2 2026.
Atlantic Edge Private Wealth Management 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 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #184 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
56 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.