Bowman & Company’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bowman & Company’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
2025 Q4	$288K	Buy	+12,950	New	+$288K	0.12%	106

Other funds holding SHYM

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

SEM

Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bowman & Company's SHYM Position: Q4 2025 in Review

Bowman & Company opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025: 12,950 shares worth $288K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings.

135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

Bowman & Company held 12,950 shares of iShares Short Duration High Yield Muni Active ETF worth $288K as of Q4 2025.
iShares Short Duration High Yield Muni Active ETF was a new Bowman & Company position in Q4 2025.
iShares Short Duration High Yield Muni Active ETF made up 0.12% of Bowman & Company's portfolio in Q4 2025, its #106 holding.
135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.