Forte Asset Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Forte Asset Management’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	$4.01M	Buy	178,446 +34	+0%	+$756	1.64%	24
2026 Q1	$3.93M	Buy	178,412 +62,694	+54%	+$1.4M	1.72%	23
2025 Q4	$2.57M	Buy	115,718 +52	+0%	+$1.16K	1.17%	31
2025 Q3	$2.58M	Sell	115,666 -84,215	-42%	-$1.87M	1.24%	28
2025 Q2	$4.46M	Sell	199,881 -23,950	-11%	-$531K	2.27%	18
2025 Q1	$5.07M	Sell	223,831 -18,627	-8%	-$425K	2.56%	14
2024 Q4	$5.49M	Buy	242,458 +157,458	+185%	+$3.61M	2.92%	13
2024 Q3	$1.97M	Buy	+85,000	New	+$1.95M	1.05%	32

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Forte Asset Management's SHYM Position: Q2 2026 in Review

Forte Asset Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.02% in Q2 2026, buying an estimated $756 and bringing the position to 178,446 shares worth $4.01M. The position accounts for 1.64% of the portfolio, ranked #24.

Forte Asset Management first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.49M in Q4 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Forte Asset Management held 178,446 shares of iShares Short Duration High Yield Muni Active ETF worth $4.01M as of Q2 2026.
Forte Asset Management bought 34 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $756.
iShares Short Duration High Yield Muni Active ETF made up 1.64% of Forte Asset Management's portfolio in Q2 2026, its #24 holding.
Forte Asset Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
Forte Asset Management's iShares Short Duration High Yield Muni Active ETF position peaked at $5.49M in Q4 2024.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.