Dorsey & Whitney Trust’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Dorsey & Whitney 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	$208K	Buy	+9,278	New	+$206K	0.01%	702

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 $103B AUM 28.65% 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

Dorsey & Whitney Trust's SHYM Position: Q2 2026 in Review

Dorsey & Whitney Trust opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 9,278 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Dorsey & Whitney Trust held 9,278 shares of iShares Short Duration High Yield Muni Active ETF worth $208K as of Q2 2026.
iShares Short Duration High Yield Muni Active ETF was a new Dorsey & Whitney Trust position in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #702 holding.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.