HighTower Advisors
SHYM

HighTower Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

HighTower Advisors’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 		$8.34M Buy
371,409
+57,711
+18% +$1.28M 0.01% 1004
2026
Q1 		$6.91M Buy
313,698
+42,468
+16% +$947K 0.01% 1042
2025
Q4 		$6.03M Buy
271,230
+132,919
+96% +$2.96M 0.01% 1073
2025
Q3 		$3.09M Buy
138,311
+10,483
+8% +$232K ﹤0.01% 1390
2025
Q2 		$2.85M Buy
127,828
+17,483
+16% +$388K ﹤0.01% 1376
2025
Q1 		$2.5M Buy
110,345
+14,264
+15% +$325K ﹤0.01% 1408
2024
Q4 		$2.18M Buy
96,081
+7,949
+9% +$182K ﹤0.01% 1466
2024
Q3 		$2.04M Buy
88,132
+5,326
+6% +$122K ﹤0.01% 1513
2024
Q2 		$1.87M Buy
82,806
+6,211
+8% +$139K ﹤0.01% 1485
2024
Q1 		$1.72M Sell
76,595
-153,898
-67% -$3.4M ﹤0.01% 1505
2023
Q4 		$5.1M Buy
230,493
+210,637
+1,061% +$4.41M 0.01% 958
2023
Q3 		$406K Hold
19,856
– – ﹤0.01% 2372
2023
Q2 		$432K Buy
19,856
+2,000
+11% +$43.2K ﹤0.01% 2303
2023
Q1 		$385K Sell
17,856
-26,595
-60% -$575K ﹤0.01% 2284
2022
Q4 		$938K Buy
+44,451
New +$925K ﹤0.01% 1712

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

HighTower Advisors's SHYM Position: Q2 2026 in Review

HighTower Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 18% in Q2 2026, buying an estimated $1.28M and bringing the position to 371,409 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #1004.

HighTower Advisors first reported a position in SHYM in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • HighTower Advisors held 371,409 shares of iShares Short Duration High Yield Muni Active ETF worth $8.34M as of Q2 2026.
  • HighTower Advisors bought 57,711 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.28M.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1004 holding.
  • HighTower Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and has held it in 15 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.