Kestra Private Wealth 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
$493K Sell
21,951
-5,471
-20% -$122K 0.01% 1244
2026
Q1
$604K Buy
27,422
+13,388
+95% +$299K 0.01% 1107
2025
Q4
$312K Buy
+14,034
New +$312K ﹤0.01% 1402

Other funds holding SHYM

Kestra Private Wealth Services's SHYM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 20% in Q2 2026, selling an estimated $122K and leaving 21,951 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1244.

Kestra Private Wealth Services first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Kestra Private Wealth Services held 21,951 shares of iShares Short Duration High Yield Muni Active ETF worth $493K as of Q2 2026.
  • Kestra Private Wealth Services sold 5,471 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $122K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1244 holding.
  • Kestra Private Wealth Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's iShares Short Duration High Yield Muni Active ETF position peaked at $604K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

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