Cambridge Investment Research Advisors
SHYM

Cambridge Investment Research Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Cambridge Investment Research Advisors’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 		$4.38M Sell
195,227
-1,869
-0.9% -$41.5K 0.01% 1048
2026
Q1 		$4.34M Sell
197,096
-9,403
-5% -$210K 0.01% 1050
2025
Q4 		$4.59M Buy
206,499
+4,730
+2% +$105K 0.01% 979
2025
Q3 		$4.51M Buy
201,769
+20,981
+12% +$465K 0.01% 974
2025
Q2 		$4.03M Buy
180,788
+29,656
+20% +$658K 0.01% 969
2025
Q1 		$3.43M Buy
151,132
+42,580
+39% +$971K 0.01% 1009
2024
Q4 		$2.46M Buy
108,552
+36,736
+51% +$843K 0.01% 1212
2024
Q3 		$1.67M Buy
71,816
+29,491
+70% +$677K 0.01% 1494
2024
Q2 		$958K Buy
42,325
+15,837
+60% +$354K ﹤0.01% 1809
2024
Q1 		$595K Sell
26,488
-1,070
-4% -$23.7K ﹤0.01% 2141
2023
Q4 		$610K Buy
27,558
+9,621
+54% +$202K ﹤0.01% 2035
2023
Q3 		$367K Sell
17,937
-18,663
-51% -$397K ﹤0.01% 2344
2023
Q2 		$797K Sell
36,600
-4,375
-11% -$94.5K ﹤0.01% 1773
2023
Q1 		$884K Buy
+40,975
New +$886K ﹤0.01% 1658
2022
Q4 		– Sell
-15,986
Closed -$328K – 3229
2022
Q3 		$328K Buy
15,986
+146
+0.9% +$3.22K ﹤0.01% 2290
2022
Q2 		$343K Buy
15,840
+5,282
+50% +$118K ﹤0.01% 2262
2022
Q1 		$251K Buy
10,558
+680
+7% +$17K ﹤0.01% 2692
2021
Q4 		$258K Buy
9,878
+270
+3% +$7.07K ﹤0.01% 2675
2021
Q3 		$254K Buy
+9,608
New +$257K ﹤0.01% 2609

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MA
MBA Advisors Hermitage, Pennsylvania $297M AUM 20.52% 1-Year Est. Return

Cambridge Investment Research Advisors's SHYM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.95% in Q2 2026, selling an estimated $41.5K and leaving 195,227 shares worth $4.38M. The position accounts for 0.01% of the portfolio, ranked #1048.

Cambridge Investment Research Advisors first reported a position in SHYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.59M in Q4 2025. 52 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Cambridge Investment Research Advisors held 195,227 shares of iShares Short Duration High Yield Muni Active ETF worth $4.38M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,869 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1048 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2021 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $4.59M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.