LPL Financial’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

LPL Financial’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	$59.1M	Buy	2,630,748 +1,185,089	+82%	+$26.3M	0.01%	927
2026 Q1	$31.8M	Buy	1,445,659 +510,634	+55%	+$11.4M	0.01%	1157
2025 Q4	$20.8M	Buy	935,025 +99,340	+12%	+$2.21M	0.01%	1384
2025 Q3	$18.7M	Buy	835,685 +100,000	+14%	+$2.21M	0.01%	1411
2025 Q2	$16.4M	Buy	735,685 +224,953	+44%	+$4.99M	0.01%	1384
2025 Q1	$11.6M	Buy	510,732 +159,271	+45%	+$3.63M	﹤0.01%	1507
2024 Q4	$7.96M	Buy	351,461 +260,755	+287%	+$5.98M	﹤0.01%	1710
2024 Q3	$2.1M	Buy	90,706 +43,674	+93%	+$1M	﹤0.01%	2687
2024 Q2	$1.06M	Buy	+47,032	New	+$1.05M	﹤0.01%	3191

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

LPL Financial's SHYM Position: Q2 2026 in Review

LPL Financial increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 82% in Q2 2026, buying an estimated $26.3M and bringing the position to 2,630,748 shares worth $59.1M. The position accounts for 0.01% of the portfolio, ranked #927.

LPL Financial first reported a position in SHYM in Q2 2024 and has held it in 9 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

LPL Financial held 2,630,748 shares of iShares Short Duration High Yield Muni Active ETF worth $59.1M as of Q2 2026.
LPL Financial bought 1,185,089 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $26.3M.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #927 holding.
LPL Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 9 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.