BIG
SHYM

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Brookwood Investment Group's SHYM Position: Q1 2026 in Review

Brookwood Investment Group increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 5.6% in Q1 2026, buying an estimated $18.9K and bringing the position to 15,875 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #353.

Brookwood Investment Group first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Brookwood Investment Group held 15,875 shares of iShares Short Duration High Yield Muni Active ETF worth $350K as of Q1 2026.
  • Brookwood Investment Group bought 846 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.04% of Brookwood Investment Group's portfolio in Q1 2026, its #353 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 3 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.