Jones Financial Companies’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$77.5K Buy
3,455
+67
+2% +$1.49K ﹤0.01% 2948
2026
Q1
$74.4K Buy
3,388
+366
+12% +$8.17K ﹤0.01% 2792
2025
Q4
$67.1K Buy
3,022
+170
+6% +$3.79K ﹤0.01% 2399
2025
Q3
$63.7K Buy
2,852
+1,677
+143% +$37.1K ﹤0.01% 2276
2025
Q2
$26.2K Buy
+1,175
New +$26.1K ﹤0.01% 2490

Other funds holding SHYM

Jones Financial Companies's SHYM Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 2% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,455 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Jones Financial Companies first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Jones Financial Companies held 3,455 shares of iShares Short Duration High Yield Muni Active ETF worth $77.5K as of Q2 2026.
  • Jones Financial Companies bought 67 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.49K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2948 holding.
  • Jones Financial Companies first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.