Diversify Advisory Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
+53,449
New +$1.19M 0.02% 573
2026
Q1
Sell
-69,555
Closed -$1.56M 912
2025
Q4
$1.56M Sell
69,555
-1,428
-2% -$31.8K 0.05% 266
2025
Q3
$1.58M Buy
+70,983
New +$1.57M 0.05% 263

Other funds holding SHYM

Diversify Advisory Services's SHYM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 53,449 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #573 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SHYM as recently as Q4 2025.

Diversify Advisory Services first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Diversify Advisory Services held 53,449 shares of iShares Short Duration High Yield Muni Active ETF worth $1.19M as of Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #573 holding.
  • Diversify Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's iShares Short Duration High Yield Muni Active ETF position peaked at $1.58M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.