McAdam LLC’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

McAdam 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	$1.47M	Buy	+68,911	New	+$1.52M	0.06%	138
2026 Q2	–	Sell	-16,748	Closed	-$369K	–	555
2026 Q1	$369K	Sell	16,748 -1,026	-6%	-$22.9K	0.02%	298
2025 Q4	$395K	Sell	17,774 -882	-5%	-$19.6K	0.02%	277
2025 Q3	$417K	Sell	18,656 -1,906	-9%	-$42.2K	0.02%	238
2025 Q2	$459K	Buy	+20,562	New	+$456K	0.03%	220

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

McAdam LLC's SHYM Position: Q3 2026 in Review

McAdam LLC opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 68,911 shares worth $1.47M. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: McAdam LLC previously reported a position in SHYM as recently as Q1 2026.

McAdam LLC first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

McAdam LLC held 68,911 shares of iShares Short Duration High Yield Muni Active ETF worth $1.47M as of Q3 2026.
iShares Short Duration High Yield Muni Active ETF was a new McAdam LLC position in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.06% of McAdam LLC's portfolio in Q3 2026, its #138 holding.
McAdam LLC first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.