GSWM
SHYM

Golden State Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Golden State Wealth 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 		$2.29K Hold
102
– – ﹤0.01% 1375
2026
Q1 		$2.25K Buy
102
+9
+10% +$201 ﹤0.01% 1332
2025
Q4 		$2.07K Sell
93
-88
-49% -$1.96K ﹤0.01% 1384
2025
Q3 		$4.04K Buy
181
+45
+33% +$997 ﹤0.01% 1286
2025
Q2 		$3.03K Buy
+136
New +$3.02K ﹤0.01% 1306

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

Golden State Wealth Management's SHYM Position: Q2 2026 in Review

Golden State Wealth Management held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 102 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Golden State Wealth Management first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.04K in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Golden State Wealth Management held 102 shares of iShares Short Duration High Yield Muni Active ETF worth $2.29K as of Q2 2026.
  • Golden State Wealth Management left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1375 holding.
  • Golden State Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $4.04K 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.