EIP
SHYM

Ellis Investment Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Ellis Investment Partners’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 		$1.22M Buy
54,487
+21,102
+63% +$469K 0.19% 106
2026
Q1 		$735K Buy
33,385
+8,288
+33% +$185K 0.13% 130
2025
Q4 		$558K Buy
+25,097
New +$559K 0.1% 151

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Ellis Investment Partners's SHYM Position: Q2 2026 in Review

Ellis Investment Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 63% in Q2 2026, buying an estimated $469K and bringing the position to 54,487 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #106.

Ellis Investment Partners 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.

  • Ellis Investment Partners held 54,487 shares of iShares Short Duration High Yield Muni Active ETF worth $1.22M as of Q2 2026.
  • Ellis Investment Partners bought 21,102 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $469K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.19% of Ellis Investment Partners's portfolio in Q2 2026, its #106 holding.
  • Ellis Investment Partners 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 Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.