JFS Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

JFS Wealth Advisors’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 Q3	$190K	Hold	8,869	–	–	0.01%	344
2026 Q2	$199K	Hold	8,869	–	–	0.01%	337
2026 Q1	$195K	Hold	8,869	–	–	0.01%	332
2025 Q4	$197K	Hold	8,869	–	–	0.01%	324
2025 Q3	$198K	Buy	8,869 +2,082	+31%	+$46.1K	0.01%	328
2025 Q2	$151K	Sell	6,787 -4,648	-41%	-$103K	0.01%	322
2025 Q1	$259K	Buy	11,435 +33	+0.3%	+$753	0.02%	278
2024 Q4	$258K	Buy	11,402 +3,405	+43%	+$78.1K	0.02%	268
2024 Q3	$185K	Sell	7,997 -270	-3%	-$6.2K	0.01%	294
2024 Q2	$187K	Hold	8,267	–	–	0.01%	249
2024 Q1	$186K	Buy	8,267 +2,822	+52%	+$62.4K	0.01%	249
2023 Q4	$120K	Hold	5,445	–	–	0.01%	277
2023 Q3	$111K	Hold	5,445	–	–	0.01%	267
2023 Q2	$119K	Hold	5,445	–	–	0.01%	258
2023 Q1	$117K	Hold	5,445	–	–	0.01%	257
2022 Q4	$115K	Hold	5,445	–	–	0.01%	259
2022 Q3	$112K	Buy	+5,445	New	+$120K	0.01%	272

Other funds holding SHYM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

JFS Wealth Advisors's SHYM Position: Q3 2026 in Review

JFS Wealth Advisors held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 8,869 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #344.

JFS Wealth Advisors first reported a position in SHYM in Q3 2022 and has held it in 17 quarters since. The position peaked at $259K in Q1 2025. 98 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

JFS Wealth Advisors held 8,869 shares of iShares Short Duration High Yield Muni Active ETF worth $190K as of Q3 2026.
JFS Wealth Advisors left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #344 holding.
JFS Wealth Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2022 and has held it in 17 quarters since.
JFS Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $259K in Q1 2025.
98 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.