HWM
SHYM

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

Horizon 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
Q1 		$330K Buy
+15,000
New +$335K 0.05% 102

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Horizon Wealth Management's SHYM Position: Q1 2026 in Review

Horizon Wealth Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026: 15,000 shares worth $330K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Horizon Wealth Management held 15,000 shares of iShares Short Duration High Yield Muni Active ETF worth $330K as of Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Horizon Wealth Management position in Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.05% of Horizon Wealth Management's portfolio in Q1 2026, its #102 holding.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.