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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Buy
+14,691
New +$326K 0.01% 831
2026
Q1
Sell
-15,998
Closed -$355K 1052
2025
Q4
$355K Buy
15,998
+225
+1% +$5.01K 0.01% 798
2025
Q3
$352K Buy
15,773
+4,718
+43% +$104K 0.01% 705
2025
Q2
$247K Buy
+11,055
New +$245K 0.01% 776

Other funds holding SHYM

Axxcess Wealth Management's SHYM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 14,691 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SHYM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SHYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Axxcess Wealth Management held 14,691 shares of iShares Short Duration High Yield Muni Active ETF worth $330K as of Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #831 holding.
  • Axxcess Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $355K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.