MI
SHYM

Moneywise Inc’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Moneywise Inc’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
Q1 		– Sell
-231,350
Closed -$5.14M – 92
2025
Q4 		$5.14M Buy
+231,350
New +$5.15M 2.14% 13
2025
Q3 		– Sell
-20,947
Closed -$467K – 78
2025
Q2 		$467K Buy
+20,947
New +$464K 0.22% 55

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Moneywise Inc's SHYM Position: Q1 2026 in Review

Moneywise Inc sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 231,350 shares — an estimated $5.14M sold.

Moneywise Inc first reported a position in SHYM in Q2 2025 and held it in 2 quarters. The position peaked at $5.14M in Q4 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Moneywise Inc reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Moneywise Inc sold 231,350 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $5.14M.
  • Moneywise Inc first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and held it in 2 quarters.
  • Moneywise Inc's iShares Short Duration High Yield Muni Active ETF position peaked at $5.14M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.