Diversify Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
OWM
QWP
DWM
TC
Diversify Wealth Management's SHYM Position: Q2 2026 in Review
Diversify Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 15% in Q2 2026, buying an estimated $151K and bringing the position to 53,449 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #573.
Diversify Wealth Management first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.
- Diversify Wealth Management held 53,449 shares of iShares Short Duration High Yield Muni Active ETF worth $1.19M as of Q2 2026.
- Diversify Wealth Management bought 6,814 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $151K.
- iShares Short Duration High Yield Muni Active ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #573 holding.
- Diversify Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
- 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.