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

Creative Planning’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	$805K	Buy	36,563 +13,140	+56%	+$293K	﹤0.01%	2638
2025 Q4	$520K	Hold	23,423	–	–	﹤0.01%	2805
2025 Q3	$523K	Hold	23,423	–	–	﹤0.01%	2673
2025 Q2	$523K	Sell	23,423 -1,408	-6%	-$31.2K	﹤0.01%	2437
2025 Q1	$563K	Hold	24,831	–	–	﹤0.01%	2180
2024 Q4	$563K	Buy	24,831 +1,408	+6%	+$32.3K	﹤0.01%	2118
2024 Q3	$543K	Hold	23,423	–	–	﹤0.01%	2036
2024 Q2	$530K	Hold	23,423	–	–	﹤0.01%	1897
2024 Q1	$526K	Buy	+23,423	New	+$518K	﹤0.01%	1820

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

Creative Planning's SHYM Position: Q1 2026 in Review

Creative Planning increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 56% in Q1 2026, buying an estimated $293K and bringing the position to 36,563 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Creative Planning first reported a position in SHYM in Q1 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Creative Planning held 36,563 shares of iShares Short Duration High Yield Muni Active ETF worth $805K as of Q1 2026.
Creative Planning bought 13,140 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $293K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2638 holding.
Creative Planning first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.