Beta Wealth Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Beta Wealth Group’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	$647K	Sell	28,810 -2,444	-8%	-$54.3K	0.24%	70
2026 Q1	$688K	Buy	31,254 +358	+1%	+$7.99K	0.28%	61
2025 Q4	$687K	Sell	30,896 -5,766	-16%	-$128K	0.28%	59
2025 Q3	$819K	Sell	36,662 -74,942	-67%	-$1.66M	0.32%	52
2025 Q2	$2.49M	Sell	111,604 -67,835	-38%	-$1.5M	0.91%	32
2025 Q1	$4.07M	Buy	179,439 +92,458	+106%	+$2.11M	1.46%	26
2024 Q4	$1.97M	Buy	86,981 +3,872	+5%	+$88.8K	0.87%	31
2024 Q3	$1.93M	Buy	83,109 +2,171	+3%	+$49.9K	0.87%	32
2024 Q2	$1.83M	Sell	80,938 -31,193	-28%	-$698K	0.87%	33
2024 Q1	$2.52M	Buy	112,131 +2,939	+3%	+$65K	1.22%	28
2023 Q4	$2.42M	Sell	109,192 -28,322	-21%	-$593K	1.27%	27
2023 Q3	$2.81M	Sell	137,514 -2,346	-2%	-$49.9K	1.66%	20
2023 Q2	$3.04M	Buy	139,860 +19,882	+17%	+$429K	1.76%	19
2023 Q1	$2.59M	Buy	119,978 +9,746	+9%	+$211K	1.48%	23
2022 Q4	$2.33M	Buy	110,232 +4,076	+4%	+$84.8K	1.56%	24
2022 Q3	$2.18M	Buy	+106,156	New	+$2.34M	1.57%	26
2022 Q2	–	Sell	-141,086	Closed	-$3.36M	–	99
2022 Q1	$3.36M	Buy	+141,086	New	+$3.53M	2.25%	16

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Beta Wealth Group's SHYM Position: Q2 2026 in Review

Beta Wealth Group reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7.8% in Q2 2026, selling an estimated $54.3K and leaving 28,810 shares worth $647K. The position accounts for 0.24% of the portfolio, ranked #70.

Beta Wealth Group first reported a position in SHYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.07M in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Beta Wealth Group held 28,810 shares of iShares Short Duration High Yield Muni Active ETF worth $647K as of Q2 2026.
Beta Wealth Group sold 2,444 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $54.3K.
iShares Short Duration High Yield Muni Active ETF made up 0.24% of Beta Wealth Group's portfolio in Q2 2026, its #70 holding.
Beta Wealth Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2022 and has held it in 17 quarters since.
Beta Wealth Group's iShares Short Duration High Yield Muni Active ETF position peaked at $4.07M in Q1 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.