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SHYM

Ausdal Financial Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Ausdal Financial Partners’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
Q1 		$1.69M Buy
76,944
+5,474
+8% +$122K 0.08% 261
2025
Q4 		$1.59M Buy
71,470
+725
+1% +$16.1K 0.07% 265
2025
Q3 		$1.58M Buy
70,745
+59,843
+549% +$1.33M 0.08% 258
2025
Q2 		$243K Buy
10,902
+375
+4% +$8.31K 0.02% 605
2025
Q1 		$239K Buy
10,527
+444
+4% +$10.1K 0.02% 560
2024
Q4 		$228K Buy
10,083
+554
+6% +$12.7K 0.02% 519
2024
Q3 		$221K Sell
9,529
-6,269
-40% -$144K 0.02% 476
2024
Q2 		$358K Buy
15,798
+1,235
+8% +$27.6K 0.04% 348
2024
Q1 		$327K Buy
+14,563
New +$322K 0.04% 357

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Ausdal Financial Partners's SHYM Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7.7% in Q1 2026, buying an estimated $122K and bringing the position to 76,944 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #261.

Ausdal Financial Partners first reported a position in SHYM in Q1 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Ausdal Financial Partners held 76,944 shares of iShares Short Duration High Yield Muni Active ETF worth $1.69M as of Q1 2026.
  • Ausdal Financial Partners bought 5,474 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $122K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #261 holding.
  • Ausdal Financial Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 9 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.