Envestnet Asset Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Envestnet Asset 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	$17.1M	Buy	762,198 +149,516	+24%	+$3.32M	﹤0.01%	1564
2026 Q1	$13.5M	Buy	612,682 +150,577	+33%	+$3.36M	﹤0.01%	1615
2025 Q4	$10.3M	Sell	462,105 -371,978	-45%	-$8.28M	﹤0.01%	1665
2025 Q3	$18.6M	Buy	834,083 +70,687	+9%	+$1.57M	0.01%	1326
2025 Q2	$17M	Buy	763,396 +54,528	+8%	+$1.21M	0.01%	1355
2025 Q1	$16.1M	Buy	708,868 +336,001	+90%	+$7.67M	0.01%	1347
2024 Q4	$8.45M	Sell	372,867 -48,516	-12%	-$1.11M	﹤0.01%	1757
2024 Q3	$9.77M	Buy	421,383 +390,429	+1,261%	+$8.97M	﹤0.01%	1649
2024 Q2	$701K	Buy	30,954 +18,018	+139%	+$403K	﹤0.01%	3260
2024 Q1	$290K	Buy	+12,936	New	+$286K	﹤0.01%	3741

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Envestnet Asset Management's SHYM Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 24% in Q2 2026, buying an estimated $3.32M and bringing the position to 762,198 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Envestnet Asset Management first reported a position in SHYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.6M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Envestnet Asset Management held 762,198 shares of iShares Short Duration High Yield Muni Active ETF worth $17.1M as of Q2 2026.
Envestnet Asset Management bought 149,516 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $3.32M.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1564 holding.
Envestnet Asset 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.
Envestnet Asset Management's iShares Short Duration High Yield Muni Active ETF position peaked at $18.6M in Q3 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.