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

Mutual 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	$224K	Buy	+9,973	New	+$222K	﹤0.01%	1291

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

Mutual Advisors's SHYM Position: Q2 2026 in Review

Mutual Advisors opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 9,973 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings.

149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Mutual Advisors held 9,973 shares of iShares Short Duration High Yield Muni Active ETF worth $224K as of Q2 2026.
iShares Short Duration High Yield Muni Active ETF was a new Mutual Advisors position in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1291 holding.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.