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

FourThought Financial 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	$2.38M	Buy	106,231 +97	+0.1%	+$2.16K	0.18%	105
2026 Q1	$2.34M	Buy	106,134 +61	+0.1%	+$1.36K	0.2%	100
2025 Q4	$2.36M	Buy	106,073 +474	+0.4%	+$10.6K	0.2%	96
2025 Q3	$2.36M	Sell	105,599 -7,143	-6%	-$158K	0.21%	94
2025 Q2	$2.52M	Buy	112,742 +1,520	+1%	+$33.7K	0.25%	90
2025 Q1	$2.52M	Sell	111,222 -2,913	-3%	-$66.5K	0.26%	89
2024 Q4	$2.59M	Sell	114,135 -5,302	-4%	-$122K	0.27%	85
2024 Q3	$2.77M	Buy	119,437 +11,640	+11%	+$267K	0.33%	74
2024 Q2	$2.44M	Sell	107,797 -1,719	-2%	-$38.4K	0.31%	72
2024 Q1	$2.46M	Buy	+109,516	New	+$2.42M	0.28%	87

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 $104B AUM 28.3% 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

FourThought Financial Partners's SHYM Position: Q2 2026 in Review

FourThought Financial Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.09% in Q2 2026, buying an estimated $2.16K and bringing the position to 106,231 shares worth $2.38M. The position accounts for 0.18% of the portfolio, ranked #105.

FourThought Financial Partners first reported a position in SHYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

FourThought Financial Partners held 106,231 shares of iShares Short Duration High Yield Muni Active ETF worth $2.38M as of Q2 2026.
FourThought Financial Partners bought 97 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $2.16K.
iShares Short Duration High Yield Muni Active ETF made up 0.18% of FourThought Financial Partners's portfolio in Q2 2026, its #105 holding.
FourThought Financial Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 10 quarters since.
FourThought Financial Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $2.77M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.