IAA
SHYM

Independent Advisor Alliance’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-65,373
Closed -$1.44M – 1679
2026
Q1 		$1.44M Buy
+65,373
New +$1.46M 0.02% 664

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

Independent Advisor Alliance's SHYM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 65,373 shares — an estimated $1.44M sold.

Independent Advisor Alliance first reported a position in SHYM in Q1 2026 and held it in 1 quarter. The position peaked at $1.44M in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 65,373 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.44M.
  • Independent Advisor Alliance first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares Short Duration High Yield Muni Active ETF position peaked at $1.44M 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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.