N.E.W. Advisory Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$152K Hold
6,784
0.01% 248
2026
Q1
$149K Hold
6,784
0.01% 245
2025
Q4
$151K Buy
6,784
+650
+11% +$14.5K 0.01% 237
2025
Q3
$137K Sell
6,134
-450
-7% -$9.97K 0.01% 220
2025
Q2
$147K Hold
6,584
0.01% 211
2025
Q1
$149K Buy
+6,584
New +$150K 0.01% 232

Other funds holding SHYM

N.E.W. Advisory Services's SHYM Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 6,784 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #248.

N.E.W. Advisory Services first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • N.E.W. Advisory Services held 6,784 shares of iShares Short Duration High Yield Muni Active ETF worth $152K as of Q2 2026.
  • N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #248 holding.
  • N.E.W. Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.