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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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 22.96% 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

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

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

JFS Wealth Advisors's SHYM Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 8,869 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #337.

JFS Wealth Advisors first reported a position in SHYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $259K in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

JFS Wealth Advisors held 8,869 shares of iShares Short Duration High Yield Muni Active ETF worth $199K as of Q2 2026.
JFS Wealth Advisors left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #337 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 16 quarters since.
JFS Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $259K in Q1 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.