Janney Montgomery Scott
SHYM

Janney Montgomery Scott’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Janney Montgomery Scott’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 		$2.36M Buy
105,010
+21,004
+25% +$467K ﹤0.01% 1387
2026
Q1 		$1.85M Buy
84,006
+45,287
+117% +$1.01M ﹤0.01% 1321
2025
Q4 		$860K Buy
+38,719
New +$862K ﹤0.01% 1828

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

Janney Montgomery Scott's SHYM Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 25% in Q2 2026, buying an estimated $467K and bringing the position to 105,010 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Janney Montgomery Scott first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Janney Montgomery Scott held 105,010 shares of iShares Short Duration High Yield Muni Active ETF worth $2.36M as of Q2 2026.
  • Janney Montgomery Scott bought 21,004 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $467K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1387 holding.
  • Janney Montgomery Scott first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.