BFC
SHYM

Bedel Financial Consulting’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bedel Financial Consulting’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 		$387K Buy
17,242
+6
+0% +$133 0.04% 211
2026
Q1 		$380K Buy
17,236
+524
+3% +$11.7K 0.04% 199
2025
Q4 		$371K Buy
+16,712
New +$372K 0.04% 194

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Bedel Financial Consulting's SHYM Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.03% in Q2 2026, buying an estimated $133 and bringing the position to 17,242 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #211.

Bedel Financial Consulting first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Bedel Financial Consulting held 17,242 shares of iShares Short Duration High Yield Muni Active ETF worth $387K as of Q2 2026.
  • Bedel Financial Consulting bought 6 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $133.
  • iShares Short Duration High Yield Muni Active ETF made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #211 holding.
  • Bedel Financial Consulting first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.