Jones Financial Companies
SHYM

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

Jones Financial Companies’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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Jones Financial Companies's SHYM Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 12% in Q1 2026, buying an estimated $8.17K and bringing the position to 3,388 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Jones Financial Companies first reported a position in SHYM in Q2 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Jones Financial Companies held 3,388 shares of iShares Short Duration High Yield Muni Active ETF worth $74.4K as of Q1 2026.
  • Jones Financial Companies bought 366 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $8.17K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2792 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 4 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.