DAS
SHYM

Dynamic Advisor Solutions’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Dynamic Advisor Solutions’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 		$446K Buy
19,875
+1,703
+9% +$37.8K 0.01% 712
2026
Q1 		$400K Buy
18,172
+2,228
+14% +$49.7K 0.01% 707
2025
Q4 		$354K Buy
+15,944
New +$355K 0.01% 722

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return

Dynamic Advisor Solutions's SHYM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 9.4% in Q2 2026, buying an estimated $37.8K and bringing the position to 19,875 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #712.

Dynamic Advisor Solutions first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Dynamic Advisor Solutions held 19,875 shares of iShares Short Duration High Yield Muni Active ETF worth $446K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,703 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $37.8K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #712 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.