Brinker Capital Investments’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Brinker Capital Investments’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	$762K	Sell	33,924 -1,876	-5%	-$41.7K	0.01%	1303
2026 Q1	$788K	Sell	35,800 -2,957	-8%	-$66K	0.01%	1246
2025 Q4	$861K	Buy	38,757 +2,058	+6%	+$45.8K	0.01%	1309
2025 Q3	$820K	Buy	36,699 +1,910	+5%	+$42.3K	0.01%	1319
2025 Q2	$776K	Buy	34,789 +11,902	+52%	+$264K	0.01%	1325
2025 Q1	$519K	Sell	22,887 -888	-4%	-$20.3K	0.01%	1407
2024 Q4	$539K	Sell	23,775 -2,843	-11%	-$65.2K	0.01%	1310
2024 Q3	$617K	Buy	+26,618	New	+$611K	0.01%	1257

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 $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

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

Brinker Capital Investments's SHYM Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 5.2% in Q2 2026, selling an estimated $41.7K and leaving 33,924 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1303.

Brinker Capital Investments first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $861K in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Brinker Capital Investments held 33,924 shares of iShares Short Duration High Yield Muni Active ETF worth $762K as of Q2 2026.
Brinker Capital Investments sold 1,876 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $41.7K.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1303 holding.
Brinker Capital Investments first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
Brinker Capital Investments's iShares Short Duration High Yield Muni Active ETF position peaked at $861K 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.