Cetera Investment Advisers’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Cetera Investment Advisers’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	$2.31M	Sell	105,106 -34,951	-25%	-$780K	﹤0.01%	2161
2025 Q4	$3.11M	Sell	140,057 -26,528	-16%	-$591K	﹤0.01%	1820
2025 Q3	$3.72M	Buy	+166,585	New	+$3.69M	﹤0.01%	1656
2025 Q2	–	Sell	-8,897	Closed	-$202K	–	4229
2025 Q1	$202K	Buy	+8,897	New	+$203K	﹤0.01%	3597
2024 Q1	–	Sell	-12,989	Closed	-$287K	–	3734
2023 Q4	$287K	Sell	12,989 -312	-2%	-$6.54K	﹤0.01%	1809
2023 Q3	$272K	Buy	+13,301	New	+$283K	﹤0.01%	1794

Other funds holding SHYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers's SHYM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 25% in Q1 2026, selling an estimated $780K and leaving 105,106 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Cetera Investment Advisers first reported a position in SHYM in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.72M in Q3 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Cetera Investment Advisers held 105,106 shares of iShares Short Duration High Yield Muni Active ETF worth $2.31M as of Q1 2026.
Cetera Investment Advisers sold 34,951 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $780K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2161 holding.
Cetera Investment Advisers first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2023 and has held it in 6 quarters since.
Cetera Investment Advisers's iShares Short Duration High Yield Muni Active ETF position peaked at $3.72M in Q3 2025.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.