Avantax Advisory Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Avantax Advisory Services's SHYM Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 12% in Q2 2025, buying an estimated $171K and bringing the position to 71,866 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #910.

Avantax Advisory Services first reported a position in SHYM in Q2 2024 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

• Avantax Advisory Services held 71,866 shares of iShares Short Duration High Yield Muni Active ETF worth $1.6M as of Q2 2025.
• Avantax Advisory Services bought 7,694 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $171K.
• iShares Short Duration High Yield Muni Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #910 holding.
• Avantax Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 5 quarters since.
• 105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.