Kestra Advisory Services’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
$648K Sell
28,876
-5,595
-16% -$124K ﹤0.01% 2132
2026
Q1
$759K Buy
34,471
+2,888
+9% +$64.4K ﹤0.01% 1925
2025
Q4
$702K Buy
31,583
+7,054
+29% +$157K ﹤0.01% 1908
2025
Q3
$548K Sell
24,529
-898
-4% -$19.9K ﹤0.01% 1998
2025
Q2
$567K Buy
+25,427
New +$564K ﹤0.01% 1875
2025
Q1
Sell
-13,167
Closed -$298K 2923
2024
Q4
$298K Buy
13,167
+2,832
+27% +$65K ﹤0.01% 2222
2024
Q3
$240K Sell
10,335
-2,143
-17% -$49.2K ﹤0.01% 2240
2024
Q2
$283K Sell
12,478
-36,850
-75% -$824K ﹤0.01% 2149
2024
Q1
$1.11M Buy
49,328
+3,225
+7% +$71.3K 0.01% 1179
2023
Q4
$1.02M Buy
+46,103
New +$966K 0.01% 1104

Other funds holding SHYM

Kestra Advisory Services's SHYM Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 16% in Q2 2026, selling an estimated $124K and leaving 28,876 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Kestra Advisory Services first reported a position in SHYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Kestra Advisory Services held 28,876 shares of iShares Short Duration High Yield Muni Active ETF worth $648K as of Q2 2026.
  • Kestra Advisory Services sold 5,595 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $124K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2132 holding.
  • Kestra Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and has held it in 10 quarters since.
  • Kestra Advisory Services's iShares Short Duration High Yield Muni Active ETF position peaked at $1.11M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.