Joseph Group Capital Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Joseph Group Capital Management’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	$1.33M	Sell	60,341 -9,405	-13%	-$210K	0.33%	47
2025 Q4	$1.55M	Sell	69,746 -2,645	-4%	-$58.9K	0.41%	46
2025 Q3	$1.62M	Buy	72,391 +53,880	+291%	+$1.19M	0.46%	46
2025 Q2	$413K	Buy	+18,511	New	+$410K	0.14%	53

Other funds holding SHYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Joseph Group Capital Management's SHYM Position: Q1 2026 in Review

Joseph Group Capital Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 13% in Q1 2026, selling an estimated $210K and leaving 60,341 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #47.

Joseph Group Capital Management first reported a position in SHYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Joseph Group Capital Management held 60,341 shares of iShares Short Duration High Yield Muni Active ETF worth $1.33M as of Q1 2026.
Joseph Group Capital Management sold 9,405 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $210K.
iShares Short Duration High Yield Muni Active ETF made up 0.33% of Joseph Group Capital Management's portfolio in Q1 2026, its #47 holding.
Joseph Group Capital Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 4 quarters since.
Joseph Group Capital Management's iShares Short Duration High Yield Muni Active ETF position peaked at $1.62M in Q3 2025.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.