CCWA
SHYM

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$3.46M Sell
154,176
-22,600
-13% -$502K 0.05% 121
2026
Q1 		$3.89M Sell
176,776
-33,491
-16% -$747K 0.06% 108
2025
Q4 		$4.67M Sell
210,267
-6,332
-3% -$141K 0.07% 93
2025
Q3 		$4.84M Sell
216,599
-45,772
-17% -$1.01M 0.08% 88
2025
Q2 		$5.85M Sell
262,371
-35,009
-12% -$776K 0.1% 79
2025
Q1 		$6.74M Buy
+297,380
New +$6.78M 0.13% 71

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 $103B AUM 28.65% 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

CLA (CliftonLarsonAllen) Wealth Advisors's SHYM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 13% in Q2 2026, selling an estimated $502K and leaving 154,176 shares worth $3.46M. The position accounts for 0.05% of the portfolio, ranked #121.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.74M in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 154,176 shares of iShares Short Duration High Yield Muni Active ETF worth $3.46M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 22,600 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $502K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $6.74M in Q1 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.