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 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

OWM

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

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Helen Stephens Group's SHYM Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 76% in Q2 2026, buying an estimated $718K and bringing the position to 75,007 shares worth $1.68M. The position accounts for 0.29% of the portfolio, ranked #37.

Helen Stephens Group first reported a position in SHYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.24M in Q4 2025. 61 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Helen Stephens Group held 75,007 shares of iShares Short Duration High Yield Muni Active ETF worth $1.68M as of Q2 2026.
Helen Stephens Group bought 32,314 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $718K.
iShares Short Duration High Yield Muni Active ETF made up 0.29% of Helen Stephens Group's portfolio in Q2 2026, its #37 holding.
Helen Stephens Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 9 quarters since.
Helen Stephens Group's iShares Short Duration High Yield Muni Active ETF position peaked at $4.24M in Q4 2025.
61 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.