Diversified Trust’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Diversified Trust’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	$225K	Hold	10,000	–	–	﹤0.01%	1016
2026 Q1	$220K	Hold	10,000	–	–	﹤0.01%	948
2025 Q4	$222K	Hold	10,000	–	–	﹤0.01%	942
2025 Q3	$223K	Hold	10,000	–	–	﹤0.01%	894
2025 Q2	$223K	Hold	10,000	–	–	0.01%	841
2025 Q1	$227K	Hold	10,000	–	–	0.01%	818
2024 Q4	$227K	Hold	10,000	–	–	0.01%	821
2024 Q3	$232K	Hold	10,000	–	–	0.01%	803
2024 Q2	$226K	Hold	10,000	–	–	0.01%	758
2024 Q1	$225K	Buy	+10,000	New	+$221K	0.01%	728

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Diversified Trust's SHYM Position: Q2 2026 in Review

Diversified Trust held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 10,000 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Diversified Trust first reported a position in SHYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $232K in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Diversified Trust held 10,000 shares of iShares Short Duration High Yield Muni Active ETF worth $225K as of Q2 2026.
Diversified Trust left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1016 holding.
Diversified Trust first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 10 quarters since.
Diversified Trust's iShares Short Duration High Yield Muni Active ETF position peaked at $232K in Q3 2024.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.