COFG Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
OWM
QWP
DWM
TC
COFG Advisors's SHYM Position: Q2 2026 in Review
COFG Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 2.1% in Q2 2026, selling an estimated $27.6K and leaving 59,216 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #78.
COFG Advisors first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.
- COFG Advisors held 59,216 shares of iShares Short Duration High Yield Muni Active ETF worth $1.33M as of Q2 2026.
- COFG Advisors sold 1,242 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $27.6K.
- iShares Short Duration High Yield Muni Active ETF made up 0.23% of COFG Advisors's portfolio in Q2 2026, its #78 holding.
- COFG Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
- COFG Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $1.34M in Q4 2025.
- 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.
Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.