KWM
SHYM

Keebeck Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Keebeck Wealth 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 		$1.75M Sell
79,462
-1,178
-1% -$26.3K 0.2% 117
2025
Q4 		$1.79M Buy
80,640
+64,970
+415% +$1.45M 0.21% 118
2025
Q3 		$350K Buy
+15,670
New +$347K 0.04% 278

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

Keebeck Wealth Management's SHYM Position: Q1 2026 in Review

Keebeck Wealth Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 1.5% in Q1 2026, selling an estimated $26.3K and leaving 79,462 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #117.

Keebeck Wealth Management first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Keebeck Wealth Management held 79,462 shares of iShares Short Duration High Yield Muni Active ETF worth $1.75M as of Q1 2026.
  • Keebeck Wealth Management sold 1,178 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $26.3K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.2% of Keebeck Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Keebeck Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $1.79M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.