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 Q3	$239K	Hold	11,200	–	–	0.18%	58
2026 Q2	$251K	Sell	11,200 -5,000	-31%	-$111K	0.2%	54
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

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

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

M Wealth Management LLC's SHYM Position: Q3 2026 in Review

M Wealth Management LLC held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 11,200 shares worth $239K. The position accounts for 0.18% of the portfolio, ranked #58.

M Wealth Management LLC first reported a position in SHYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $471K in Q4 2025. 95 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

M Wealth Management LLC held 11,200 shares of iShares Short Duration High Yield Muni Active ETF worth $239K as of Q3 2026.
M Wealth Management LLC 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 0.18% of M Wealth Management LLC's portfolio in Q3 2026, its #58 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 5 quarters since.
M Wealth Management LLC's iShares Short Duration High Yield Muni Active ETF position peaked at $471K in Q4 2025.
95 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.