Morgan Stanley’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Morgan Stanley’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	$33	Hold	1	–	–	﹤0.01%	8216
2026 Q1	$32	Hold	1	–	–	﹤0.01%	8089
2025 Q4	$38	Hold	1	–	–	﹤0.01%	7950
2025 Q3	$40	Sell	1 -1	-50%	-$22	﹤0.01%	7920
2025 Q2	$48	Buy	+2	New	+$44	﹤0.01%	7799
2025 Q1	–	Sell	-1	Closed	-$37	–	8266
2024 Q4	$37	Hold	1	–	–	﹤0.01%	7711
2024 Q3	$36	Hold	1	–	–	﹤0.01%	7686
2024 Q2	$33	Hold	1	–	–	﹤0.01%	7635
2024 Q1	$22	Buy	+1	New	+$22	﹤0.01%	7709
2023 Q4	–	Sell	-2,579	Closed	-$52.7K	–	7922
2023 Q3	$52.7K	Buy	+2,579	New	+$54.9K	﹤0.01%	6148

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Morgan Stanley's SHYM Position: Q2 2026 in Review

Morgan Stanley held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #8216.

Morgan Stanley first reported a position in SHYM in Q3 2023 and has held it in 10 quarters since. The position peaked at $52.7K in Q3 2023. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Morgan Stanley held 1 share of iShares Short Duration High Yield Muni Active ETF worth $33 as of Q2 2026.
Morgan Stanley left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8216 holding.
Morgan Stanley first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2023 and has held it in 10 quarters since.
Morgan Stanley's iShares Short Duration High Yield Muni Active ETF position peaked at $52.7K in Q3 2023.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.