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Brookwood Investment Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Brookwood Investment 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 		$321K Sell
14,281
-1,594
-10% -$35.4K 0.04% 391
2026
Q1 		$350K Buy
15,875
+846
+6% +$18.9K 0.04% 353
2025
Q4 		$334K Buy
15,029
+3,818
+34% +$85K 0.04% 373
2025
Q3 		$250K Buy
+11,211
New +$248K 0.03% 406

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 22.9% 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 $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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Brookwood Investment Group's SHYM Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 10% in Q2 2026, selling an estimated $35.4K and leaving 14,281 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #391.

Brookwood Investment Group first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Brookwood Investment Group held 14,281 shares of iShares Short Duration High Yield Muni Active ETF worth $321K as of Q2 2026.
  • Brookwood Investment Group sold 1,594 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $35.4K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #391 holding.
  • Brookwood Investment Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's iShares Short Duration High Yield Muni Active ETF position peaked at $350K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.