Dynasty Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Dynasty Wealth Management’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	$7.13M	Buy	317,510 +14,332	+5%	+$318K	0.05%	72
2026 Q1	$6.68M	Buy	303,178 +27,717	+10%	+$618K	0.06%	72
2025 Q4	$6.12M	Buy	275,461 +2,032	+0.7%	+$45.2K	0.06%	81
2025 Q3	$6.11M	Buy	273,429 +10,366	+4%	+$230K	0.08%	67
2025 Q2	$5.87M	Sell	263,063 -1,092	-0.4%	-$24.2K	0.1%	53
2025 Q1	$5.99M	Buy	264,155 +8,773	+3%	+$200K	0.1%	53
2024 Q4	$5.79M	Buy	255,382 +121,139	+90%	+$2.78M	0.1%	59
2024 Q3	$7.24M	Sell	134,243 -102,061	-43%	-$2.34M	0.22%	37
2024 Q2	$5.35M	Buy	236,304 +16,066	+7%	+$359K	0.16%	50
2024 Q1	$4.94M	Buy	+220,238	New	+$4.87M	0.16%	44

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

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

Dynasty Wealth Management's SHYM Position: Q2 2026 in Review

Dynasty Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 4.7% in Q2 2026, buying an estimated $318K and bringing the position to 317,510 shares worth $7.13M. The position accounts for 0.05% of the portfolio, ranked #72.

Dynasty Wealth Management first reported a position in SHYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.24M in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Dynasty Wealth Management held 317,510 shares of iShares Short Duration High Yield Muni Active ETF worth $7.13M as of Q2 2026.
Dynasty Wealth Management bought 14,332 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $318K.
iShares Short Duration High Yield Muni Active ETF made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #72 holding.
Dynasty Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $7.24M 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.