CWM
SHYM

Castle Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Castle Wealth Management’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 		$305K Hold
13,565
– – 0.09% 114
2026
Q1 		$299K Hold
13,565
– – 0.1% 108
2025
Q4 		$301K Buy
13,565
+2,233
+20% +$49.7K 0.1% 106
2025
Q3 		$253K Buy
+11,332
New +$251K 0.09% 112

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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 $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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Castle Wealth Management's SHYM Position: Q2 2026 in Review

Castle Wealth Management held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 13,565 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #114.

Castle Wealth Management first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Castle Wealth Management held 13,565 shares of iShares Short Duration High Yield Muni Active ETF worth $305K as of Q2 2026.
  • Castle Wealth Management left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Castle Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.