Envestnet Portfolio Solutions
SHYM

Envestnet Portfolio Solutions’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Envestnet Portfolio 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 		$1.12M Buy
49,785
+14,279
+40% +$317K 0.01% 661
2026
Q1 		$782K Buy
35,506
+9,540
+37% +$213K ﹤0.01% 720
2025
Q4 		$577K Buy
25,966
+7,273
+39% +$162K ﹤0.01% 994
2025
Q3 		$418K Sell
18,693
-2,271
-11% -$50.3K ﹤0.01% 1094
2025
Q2 		$468K Sell
20,964
-2,167
-9% -$48.1K ﹤0.01% 1121
2025
Q1 		$524K Buy
23,131
+2,777
+14% +$63.4K ﹤0.01% 1028
2024
Q4 		$461K Buy
20,354
+2,563
+14% +$58.8K ﹤0.01% 1285
2024
Q3 		$412K Buy
+17,791
New +$409K ﹤0.01% 1294

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 $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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Envestnet Portfolio Solutions's SHYM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 40% in Q2 2026, buying an estimated $317K and bringing the position to 49,785 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #661.

Envestnet Portfolio Solutions first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Envestnet Portfolio Solutions held 49,785 shares of iShares Short Duration High Yield Muni Active ETF worth $1.12M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 14,279 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $317K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #661 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.