Integrated Wealth Concepts’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Integrated Wealth Concepts’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	$310K	Buy	13,787 +3,861	+39%	+$85.8K	﹤0.01%	1963
2026 Q1	$219K	Buy	+9,926	New	+$221K	﹤0.01%	2058
2025 Q4	–	Sell	-9,872	Closed	-$221K	–	2082
2025 Q3	$221K	Buy	9,872 +24	+0.2%	+$532	﹤0.01%	1798
2025 Q2	$220K	Buy	+9,848	New	+$218K	﹤0.01%	1715
2022 Q4	–	Sell	-92,321	Closed	-$1.89M	–	1084
2022 Q3	$1.89M	Buy	92,321 +282	+0.3%	+$6.22K	0.06%	302
2022 Q2	$1.99M	Buy	+92,039	New	+$2.06M	0.06%	282

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Integrated Wealth Concepts's SHYM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 39% in Q2 2026, buying an estimated $85.8K and bringing the position to 13,787 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Integrated Wealth Concepts first reported a position in SHYM in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.99M in Q2 2022. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Integrated Wealth Concepts held 13,787 shares of iShares Short Duration High Yield Muni Active ETF worth $310K as of Q2 2026.
Integrated Wealth Concepts bought 3,861 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $85.8K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1963 holding.
Integrated Wealth Concepts first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and has held it in 6 quarters since.
Integrated Wealth Concepts's iShares Short Duration High Yield Muni Active ETF position peaked at $1.99M in Q2 2022.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.