Financial Perspectives’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Financial Perspectives’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 Q3	$48.4K	Buy	+2,263	New	+$49.8K	0.01%	343

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Financial Perspectives's SHYM Position: Q3 2026 in Review

Financial Perspectives opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 2,263 shares worth $48.4K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings.

98 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Financial Perspectives held 2,263 shares of iShares Short Duration High Yield Muni Active ETF worth $48.4K as of Q3 2026.
iShares Short Duration High Yield Muni Active ETF was a new Financial Perspectives position in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #343 holding.
98 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.