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 Q2	$2.42M	Buy	107,759 +2,653	+3%	+$59K	﹤0.01%	2237
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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Cetera Investment Advisers's SHYM Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 2.5% in Q2 2026, buying an estimated $59K and bringing the position to 107,759 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Cetera Investment Advisers first reported a position in SHYM in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.72M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Cetera Investment Advisers held 107,759 shares of iShares Short Duration High Yield Muni Active ETF worth $2.42M as of Q2 2026.
Cetera Investment Advisers bought 2,653 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $59K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2237 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 7 quarters since.
Cetera Investment Advisers's iShares Short Duration High Yield Muni Active ETF position peaked at $3.72M in Q3 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.