EH
SHYM

Equitable Holdings’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Equitable Holdings’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 		$356K Buy
15,859
+333
+2% +$7.4K ﹤0.01% 1474
2026
Q1 		$345K Buy
15,526
+287
+2% +$6.4K ﹤0.01% 1405
2025
Q4 		$339K Buy
15,239
+4,739
+45% +$106K ﹤0.01% 1257
2025
Q3 		$235K Hold
10,500
– – ﹤0.01% 1380
2025
Q2 		$234K Hold
10,500
– – ﹤0.01% 1311
2025
Q1 		$238K Hold
10,500
– – ﹤0.01% 1182
2024
Q4 		$238K Buy
+10,500
New +$241K ﹤0.01% 1138

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

Equitable Holdings's SHYM Position: Q2 2026 in Review

Equitable Holdings increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 2.1% in Q2 2026, buying an estimated $7.4K and bringing the position to 15,859 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Equitable Holdings first reported a position in SHYM in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Equitable Holdings held 15,859 shares of iShares Short Duration High Yield Muni Active ETF worth $356K as of Q2 2026.
  • Equitable Holdings bought 333 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $7.4K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1474 holding.
  • Equitable Holdings first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.