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

IHT 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 Q2	$3.53M	Sell	157,020 -117,396	-43%	-$2.61M	0.08%	269
2026 Q1	$6.04M	Buy	274,416 +75,357	+38%	+$1.68M	0.14%	152
2025 Q4	$4.42M	Buy	199,059 +84,996	+75%	+$1.89M	0.11%	189
2025 Q3	$2.55M	Buy	114,063 +4,058	+4%	+$89.9K	0.06%	280
2025 Q2	$2.45M	Sell	110,005 -3,360	-3%	-$74.5K	0.07%	271
2025 Q1	$2.57M	Sell	113,365 -2,503	-2%	-$57.1K	0.08%	236
2024 Q4	$2.63M	Buy	115,868 +21,499	+23%	+$493K	0.08%	220
2024 Q3	$2.19M	Buy	+94,369	New	+$2.17M	0.06%	295

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 $103B AUM 28.65% 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

IHT Wealth Management's SHYM Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 43% in Q2 2026, selling an estimated $2.61M and leaving 157,020 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #269.

IHT Wealth Management first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.04M in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

IHT Wealth Management held 157,020 shares of iShares Short Duration High Yield Muni Active ETF worth $3.53M as of Q2 2026.
IHT Wealth Management sold 117,396 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $2.61M.
iShares Short Duration High Yield Muni Active ETF made up 0.08% of IHT Wealth Management's portfolio in Q2 2026, its #269 holding.
IHT Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
IHT Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $6.04M in Q1 2026.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.