Capital Analysts LLC’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Capital Analysts LLC’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	$3.1M	Sell	137,977 -2,387	-2%	-$53K	0.07%	214
2026 Q1	$3.09M	Buy	140,364 +34,980	+33%	+$780K	0.08%	202
2025 Q4	$2.34M	Buy	105,384 +4,358	+4%	+$97K	0.06%	221
2025 Q3	$2.26M	Buy	101,026 +83,507	+477%	+$1.85M	0.07%	219
2025 Q2	$391K	Buy	+17,519	New	+$388K	0.01%	420

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 $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

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

Capital Analysts LLC's SHYM Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 1.7% in Q2 2026, selling an estimated $53K and leaving 137,977 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #214.

Capital Analysts LLC first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Capital Analysts LLC held 137,977 shares of iShares Short Duration High Yield Muni Active ETF worth $3.1M as of Q2 2026.
Capital Analysts LLC sold 2,387 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $53K.
iShares Short Duration High Yield Muni Active ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #214 holding.
Capital Analysts LLC first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.