JWA
SHYM

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return