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 Q3	$149K	Hold	6,949	–	–	0.04%	134
2026 Q2	$156K	Buy	6,949 +2,253	+48%	+$50.1K	0.04%	130
2026 Q1	$103K	Buy	4,696 +1,317	+39%	+$29.4K	0.04%	133
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

Kings Path Partners's SHYM Position: Q3 2026 in Review

Kings Path Partners held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 6,949 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #134.

Kings Path Partners first reported a position in SHYM in Q1 2025 and has held it in 7 quarters since. The position peaked at $156K in Q2 2026. 33 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Kings Path Partners held 6,949 shares of iShares Short Duration High Yield Muni Active ETF worth $149K as of Q3 2026.
Kings Path Partners left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.04% of Kings Path Partners's portfolio in Q3 2026, its #134 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 7 quarters since.
Kings Path Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $156K in Q2 2026.
33 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.