Creative Financial Designs
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Creative Financial Designs’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Creative Financial Designs’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
Q3 		$166K Buy
+7,749
New +$171K 0.01% 716

Other funds holding SHYM

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Creative Financial Designs's SHYM Position: Q3 2026 in Review

Creative Financial Designs opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 7,749 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

145 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

  • Creative Financial Designs held 7,749 shares of iShares Short Duration High Yield Muni Active ETF worth $166K as of Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Creative Financial Designs position in Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #716 holding.
  • 145 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.