Capital Asset Advisory Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
OWM
QWP
DWM
TC
Capital Asset Advisory Services's SHYM Position: Q2 2026 in Review
Capital Asset Advisory Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.65% in Q2 2026, buying an estimated $2.11K and bringing the position to 14,691 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #265.
Capital Asset Advisory Services first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $357K in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.
- Capital Asset Advisory Services held 14,691 shares of iShares Short Duration High Yield Muni Active ETF worth $330K as of Q2 2026.
- Capital Asset Advisory Services bought 95 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $2.11K.
- iShares Short Duration High Yield Muni Active ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #265 holding.
- Capital Asset Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
- Capital Asset Advisory Services's iShares Short Duration High Yield Muni Active ETF position peaked at $357K 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 Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.