FPAS
SHYM

Focus Partners Advisor Solutions’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Focus Partners Advisor 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 		– Sell
-29,918
Closed -$659K – 1435
2026
Q1 		$659K Buy
29,918
+6,729
+29% +$150K 0.01% 692
2025
Q4 		$515K Sell
23,189
-31,869
-58% -$710K 0.01% 709
2025
Q3 		$1.23M Buy
55,058
+27,529
+100% +$610K 0.01% 462
2025
Q2 		$614K Sell
27,529
-1,350
-5% -$29.9K 0.01% 608
2025
Q1 		$655K Buy
+28,879
New +$659K 0.01% 509
2024
Q4 		– Sell
-37,547
Closed -$870K – 885
2024
Q3 		$870K Buy
37,547
+15,167
+68% +$348K 0.02% 313
2024
Q2 		$507K Buy
+22,380
New +$501K 0.01% 366

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

Focus Partners Advisor Solutions's SHYM Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 29,918 shares — an estimated $659K sold.

Focus Partners Advisor Solutions first reported a position in SHYM in Q2 2024 and held it in 7 quarters. The position peaked at $1.23M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 29,918 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $659K.
  • Focus Partners Advisor Solutions first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 7 quarters.
  • Focus Partners Advisor Solutions's iShares Short Duration High Yield Muni Active ETF position peaked at $1.23M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.