FHA
SHYM

Flagship Harbor Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Flagship Harbor Advisors’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 		$443K Buy
19,715
+8,013
+68% +$178K 0.02% 551
2026
Q1 		$258K Buy
+11,702
New +$261K 0.01% 639

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

Flagship Harbor Advisors's SHYM Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 68% in Q2 2026, buying an estimated $178K and bringing the position to 19,715 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #551.

Flagship Harbor Advisors first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Flagship Harbor Advisors held 19,715 shares of iShares Short Duration High Yield Muni Active ETF worth $443K as of Q2 2026.
  • Flagship Harbor Advisors bought 8,013 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $178K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #551 holding.
  • Flagship Harbor Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.