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
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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

M Wealth Management LLC's SHYM Position: Q2 2026 in Review

M Wealth Management LLC reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 31% in Q2 2026, selling an estimated $111K and leaving 11,200 shares worth $251K. The position accounts for 0.2% of the portfolio, ranked #54.

M Wealth Management LLC first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $471K in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • M Wealth Management LLC held 11,200 shares of iShares Short Duration High Yield Muni Active ETF worth $251K as of Q2 2026.
  • M Wealth Management LLC sold 5,000 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $111K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.2% of M Wealth Management LLC's portfolio in Q2 2026, its #54 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 4 quarters since.
  • M Wealth Management LLC's iShares Short Duration High Yield Muni Active ETF position peaked at $471K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.