LEA
SHYM

Legacy Edge Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Legacy Edge Advisors’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 		– Sell
-28,840
Closed -$635K – 241
2026
Q1 		$635K Buy
28,840
+8,980
+45% +$200K 0.07% 117
2025
Q4 		$441K Buy
+19,860
New +$442K 0.05% 141

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Edge Advisors's SHYM Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 28,840 shares — an estimated $635K sold.

Legacy Edge Advisors first reported a position in SHYM in Q4 2025 and held it in 2 quarters. The position peaked at $635K in Q1 2026. 92 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 28,840 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $635K.
  • Legacy Edge Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $635K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.