EWP
SHYM

Evergreen Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Evergreen Wealth 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 		$3.65M Buy
162,722
+11,386
+8% +$253K 2.19% 10
2026
Q1 		$3.33M Buy
151,336
+28,499
+23% +$636K 2.55% 9
2025
Q4 		$2.73M Buy
+122,837
New +$2.73M 2.3% 9

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

Evergreen Wealth Partners's SHYM Position: Q2 2026 in Review

Evergreen Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7.5% in Q2 2026, buying an estimated $253K and bringing the position to 162,722 shares worth $3.65M. The position accounts for 2.19% of the portfolio, ranked #10.

Evergreen Wealth 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.

  • Evergreen Wealth Partners held 162,722 shares of iShares Short Duration High Yield Muni Active ETF worth $3.65M as of Q2 2026.
  • Evergreen Wealth Partners bought 11,386 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $253K.
  • iShares Short Duration High Yield Muni Active ETF made up 2.19% of Evergreen Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Evergreen Wealth 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 Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.