Beacon Pointe Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Beacon Pointe Advisors’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	$795K	Sell	36,125 -1,214	-3%	-$27.1K	﹤0.01%	1085
2025 Q4	$830K	Hold	37,339	–	–	0.01%	895
2025 Q3	$834K	Buy	+37,339	New	+$827K	0.01%	830
2023 Q1	–	Sell	-72,225	Closed	-$1.52M	–	1200
2022 Q4	$1.52M	Sell	72,225 -1,499	-2%	-$31.2K	0.03%	420
2022 Q3	$1.51M	Sell	73,724 -104,036	-59%	-$2.29M	0.03%	374
2022 Q2	$3.85M	Buy	+177,760	New	+$3.98M	0.08%	217

Other funds holding SHYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $3.8B AUM 13.34% 1-Year Est. Return

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

Beacon Pointe Advisors's SHYM Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 3.3% in Q1 2026, selling an estimated $27.1K and leaving 36,125 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Beacon Pointe Advisors first reported a position in SHYM in Q2 2022 and has held it in 6 quarters since. The position peaked at $3.85M in Q2 2022. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Beacon Pointe Advisors held 36,125 shares of iShares Short Duration High Yield Muni Active ETF worth $795K as of Q1 2026.
Beacon Pointe Advisors sold 1,214 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $27.1K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1085 holding.
Beacon Pointe Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and has held it in 6 quarters since.
Beacon Pointe Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $3.85M in Q2 2022.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.