MA
SHYM

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

MBA 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 		$1.16M Buy
51,825
+2,471
+5% +$54.9K 0.39% 51
2026
Q1 		$1.09M Buy
49,354
+4,175
+9% +$93.1K 0.42% 55
2025
Q4 		$1M Buy
+45,179
New +$1.01M 0.4% 54

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MBA Advisors's SHYM Position: Q2 2026 in Review

MBA Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 5% in Q2 2026, buying an estimated $54.9K and bringing the position to 51,825 shares worth $1.16M. The position accounts for 0.39% of the portfolio, ranked #51.

MBA Advisors first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • MBA Advisors held 51,825 shares of iShares Short Duration High Yield Muni Active ETF worth $1.16M as of Q2 2026.
  • MBA Advisors bought 2,471 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $54.9K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.39% of MBA Advisors's portfolio in Q2 2026, its #51 holding.
  • MBA Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.