KPP
SHYM

Kings Path Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kings Path Partners’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
Q2 		$156K Buy
6,949
+3,570
+106% +$79.3K 0.04% 130
2026
Q1 		$75.1K Hold
3,379
– – 0.03% 145
2025
Q4 		$75.1K Sell
3,379
-1,121
-25% -$25K 0.03% 145
2025
Q3 		$101K Buy
4,500
+7
+0.2% +$155 0.04% 128
2025
Q2 		$100K Buy
4,493
+2,287
+104% +$50.7K 0.04% 120
2025
Q1 		$50K Buy
+2,206
New +$50.3K 0.02% 152

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return

Kings Path Partners's SHYM Position: Q2 2026 in Review

Kings Path Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 106% in Q2 2026, buying an estimated $79.3K and bringing the position to 6,949 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #130.

Kings Path Partners first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Kings Path Partners held 6,949 shares of iShares Short Duration High Yield Muni Active ETF worth $156K as of Q2 2026.
  • Kings Path Partners bought 3,570 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $79.3K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.04% of Kings Path Partners's portfolio in Q2 2026, its #130 holding.
  • Kings Path Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.