KCIC
SHYM

Kuhn & Co Investment Counsel’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kuhn & Co Investment Counsel’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 		$533K Hold
23,720
– – 0.31% 82
2026
Q1 		$522K Hold
23,720
– – 0.34% 83
2025
Q4 		$527K Buy
23,720
+3,598
+18% +$80.1K 0.35% 85
2025
Q3 		$450K Buy
20,122
+4,150
+26% +$91.9K 0.36% 86
2025
Q2 		$356K Buy
15,972
+1,802
+13% +$40K 0.27% 102
2025
Q1 		$321K Buy
14,170
+425
+3% +$9.7K 0.27% 103
2024
Q4 		$311K Buy
13,745
+3,830
+39% +$87.9K 0.26% 105
2024
Q3 		$230K Buy
9,915
+585
+6% +$13.4K 0.2% 123
2024
Q2 		$211K Buy
+9,330
New +$209K 0.19% 120

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Kuhn & Co Investment Counsel's SHYM Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 23,720 shares worth $533K. The position accounts for 0.31% of the portfolio, ranked #82.

Kuhn & Co Investment Counsel first reported a position in SHYM in Q2 2024 and has held it in 9 quarters since. 72 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Kuhn & Co Investment Counsel held 23,720 shares of iShares Short Duration High Yield Muni Active ETF worth $533K as of Q2 2026.
  • Kuhn & Co Investment Counsel left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.31% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #82 holding.
  • Kuhn & Co Investment Counsel first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 9 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.