MWML
SHYM

M Wealth Management LLC’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

M Wealth Management LLC’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
Q1 		$357K Sell
16,200
-5,000
-24% -$112K 0.3% 40
2025
Q4 		$471K Buy
21,200
+10,000
+89% +$223K 0.41% 29
2025
Q3 		$250K Buy
+11,200
New +$248K 0.22% 43

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

M Wealth Management LLC's SHYM Position: Q1 2026 in Review

M Wealth Management LLC reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 24% in Q1 2026, selling an estimated $112K and leaving 16,200 shares worth $357K. The position accounts for 0.3% of the portfolio, ranked #40.

M Wealth Management LLC first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • M Wealth Management LLC held 16,200 shares of iShares Short Duration High Yield Muni Active ETF worth $357K as of Q1 2026.
  • M Wealth Management LLC sold 5,000 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $112K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.3% of M Wealth Management LLC's portfolio in Q1 2026, its #40 holding.
  • M Wealth Management LLC first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • M Wealth Management LLC's iShares Short Duration High Yield Muni Active ETF position peaked at $471K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.