CFO
SHYM

CVA Family Office’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

CVA Family Office’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 		– Sell
-462
Closed -$10.3K – 1878
2025
Q4 		$10.3K Hold
462
– – ﹤0.01% 792
2025
Q3 		$10.3K Hold
462
– – ﹤0.01% 801
2025
Q2 		$10.3K Hold
462
– – ﹤0.01% 791
2025
Q1 		$10.5K Hold
462
– – ﹤0.01% 783
2024
Q4 		$10.5K Hold
462
– – ﹤0.01% 783
2024
Q3 		$10.7K Buy
+462
New +$10.6K ﹤0.01% 751

Other funds holding SHYM

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

CVA Family Office's SHYM Position: Q1 2026 in Review

CVA Family Office sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 462 shares — an estimated $10.3K sold.

CVA Family Office first reported a position in SHYM in Q3 2024 and held it in 6 quarters. The position peaked at $10.7K in Q3 2024. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • CVA Family Office reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • CVA Family Office sold 462 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $10.3K.
  • CVA Family Office first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and held it in 6 quarters.
  • CVA Family Office's iShares Short Duration High Yield Muni Active ETF position peaked at $10.7K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.