ML
SHYM

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
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

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

McAdam LLC's SHYM Position: Q2 2026 in Review

McAdam LLC sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 16,748 shares — an estimated $369K sold.

McAdam LLC first reported a position in SHYM in Q2 2025 and held it in 4 quarters. The position peaked at $459K in Q2 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • McAdam LLC reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 16,748 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $369K.
  • McAdam LLC first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and held it in 4 quarters.
  • McAdam LLC's iShares Short Duration High Yield Muni Active ETF position peaked at $459K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.