Harbour Investments’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Harbour Investments’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	$303K	Sell	13,485 -13,177	-49%	-$293K	﹤0.01%	1379
2026 Q1	$587K	Sell	26,662 -4,857	-15%	-$108K	0.01%	983
2025 Q4	$700K	Buy	31,519 +14,418	+84%	+$321K	0.01%	728
2025 Q3	$382K	Buy	17,101 +14,685	+608%	+$325K	0.01%	926
2025 Q2	$53.9K	Hold	2,416	–	–	﹤0.01%	1781
2025 Q1	$54.8K	Hold	2,416	–	–	﹤0.01%	1716
2024 Q4	$54.7K	Hold	2,416	–	–	﹤0.01%	1659
2024 Q3	$56K	Hold	2,416	–	–	﹤0.01%	1600
2024 Q2	$54.7K	Hold	2,416	–	–	﹤0.01%	1518
2024 Q1	$54.2K	Hold	2,416	–	–	﹤0.01%	1485
2023 Q4	$53.4K	Hold	2,416	–	–	﹤0.01%	1433
2023 Q3	$49.4K	Hold	2,416	–	–	﹤0.01%	1356
2023 Q2	$52.6K	Hold	2,416	–	–	﹤0.01%	1345
2023 Q1	$52.1K	Buy	2,416 +1,000	+71%	+$21.6K	﹤0.01%	1342
2022 Q4	$29.9K	Sell	1,416 -2,645	-65%	-$55.1K	﹤0.01%	1508
2022 Q3	$88K	Hold	4,061	–	–	0.01%	1034
2022 Q2	$88K	Buy	+4,061	New	+$90.8K	0.01%	1034

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

Harbour Investments's SHYM Position: Q2 2026 in Review

Harbour Investments reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 49% in Q2 2026, selling an estimated $293K and leaving 13,485 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Harbour Investments first reported a position in SHYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $700K in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Harbour Investments held 13,485 shares of iShares Short Duration High Yield Muni Active ETF worth $303K as of Q2 2026.
Harbour Investments sold 13,177 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $293K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1379 holding.
Harbour Investments first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and has held it in 17 quarters since.
Harbour Investments's iShares Short Duration High Yield Muni Active ETF position peaked at $700K in Q4 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.