Helen Stephens Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Helen Stephens Group’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 Q3	–	Sell	-75,007	Closed	-$1.68M	–	144
2026 Q2	$1.68M	Buy	75,007 +32,314	+76%	+$718K	0.29%	37
2026 Q1	$940K	Sell	42,693 -148,147	-78%	-$3.31M	0.19%	57
2025 Q4	$4.24M	Buy	190,840 +33,115	+21%	+$737K	0.89%	22
2025 Q3	$3.52M	Buy	157,725 +56,372	+56%	+$1.25M	0.78%	22
2025 Q2	$2.26M	Buy	101,353 +38,519	+61%	+$854K	0.56%	28
2025 Q1	$1.42M	Buy	62,834 +2,377	+4%	+$54.2K	0.4%	35
2024 Q4	$1.37M	Buy	60,457 +2,476	+4%	+$56.8K	0.41%	35
2024 Q3	$1.34M	Buy	57,981 +38,092	+192%	+$875K	0.41%	36
2024 Q2	$450K	Buy	+19,889	New	+$445K	0.16%	57

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

Helen Stephens Group's SHYM Position: Q3 2026 in Review

Helen Stephens Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026, closing a stake of 75,007 shares — an estimated $1.68M sold.

Helen Stephens Group first reported a position in SHYM in Q2 2024 and held it in 9 quarters. The position peaked at $4.24M in Q4 2025. 59 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Helen Stephens Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2026 after selling out during the quarter.
Helen Stephens Group sold 75,007 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $1.68M.
Helen Stephens Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 9 quarters.
Helen Stephens Group's iShares Short Duration High Yield Muni Active ETF position peaked at $4.24M in Q4 2025.
59 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.