IWS
SHYM

Insight Wealth Strategies’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Insight Wealth Strategies’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 		– Sell
-11,558
Closed -$257K – 188
2025
Q4 		$257K Buy
11,558
+180
+2% +$4.01K 0.03% 159
2025
Q3 		$254K Buy
11,378
+117
+1% +$2.59K 0.03% 159
2025
Q2 		$250K Buy
11,261
+134
+1% +$2.97K 0.03% 151
2025
Q1 		$252K Buy
11,127
+79
+0.7% +$1.8K 0.03% 141
2024
Q4 		$250K Buy
+11,048
New +$253K 0.03% 140

Other funds holding SHYM

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Insight Wealth Strategies's SHYM Position: Q1 2026 in Review

Insight Wealth Strategies sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 11,558 shares — an estimated $257K sold.

Insight Wealth Strategies first reported a position in SHYM in Q4 2024 and held it in 5 quarters. The position peaked at $257K in Q4 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Insight Wealth Strategies reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 11,558 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $257K.
  • Insight Wealth Strategies first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 5 quarters.
  • Insight Wealth Strategies's iShares Short Duration High Yield Muni Active ETF position peaked at $257K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.