Carson Wealth (CWM LLC)
SHYM

Carson Wealth (CWM LLC)’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.5K Hold
68
– – ﹤0.01% 5334
2025
Q4 		$2K Buy
+68
New +$1.51K ﹤0.01% 5154
2025
Q2 		– Sell
-341
Closed -$8K – 5358
2025
Q1 		$8K Hold
341
– – ﹤0.01% 4252
2024
Q4 		$8K Hold
341
– – ﹤0.01% 4022
2024
Q3 		$8K Hold
341
– – ﹤0.01% 3915
2024
Q2 		$8K Hold
341
– – ﹤0.01% 3693
2024
Q1 		$8K Buy
+341
New +$7.54K ﹤0.01% 3484
2022
Q4 		– Sell
-4,595
Closed -$94K – 4295
2022
Q3 		$94K Hold
4,595
– – ﹤0.01% 1367
2022
Q2 		$99K Buy
+4,595
New +$103K ﹤0.01% 1319

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHYM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q1 2026 at 68 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5334.

Carson Wealth (CWM LLC) first reported a position in SHYM in Q2 2022 and has held it in 9 quarters since. The position peaked at $99K in Q2 2022. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68 shares of iShares Short Duration High Yield Muni Active ETF worth $1.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5334 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Short Duration High Yield Muni Active ETF position peaked at $99K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.