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Capital Performance Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Capital Performance 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
Q3 		$444K Buy
+20,766
New +$457K 0.03% 193

Other funds holding SHYM

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Heritage Investment Group
Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Capital Performance Advisors's SHYM Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 20,766 shares worth $444K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

98 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

  • Capital Performance Advisors held 20,766 shares of iShares Short Duration High Yield Muni Active ETF worth $444K as of Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Capital Performance Advisors position in Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.03% of Capital Performance Advisors's portfolio in Q3 2026, its #193 holding.
  • 98 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.