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SHYM

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

NewEdge 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
Q1 		$51.9K Sell
2,359
-15,799
-87% -$352K ﹤0.01% 2928
2025
Q4 		$403K Buy
18,158
+7,145
+65% +$159K ﹤0.01% 2122
2025
Q3 		$246K Buy
11,013
+10,048
+1,041% +$223K ﹤0.01% 2298
2025
Q2 		$21.5K Buy
965
+11
+1% +$244 ﹤0.01% 2932
2025
Q1 		$21.6K Buy
954
+254
+36% +$5.79K ﹤0.01% 2836
2024
Q4 		$15.9K Buy
700
+535
+324% +$12.3K ﹤0.01% 2874
2024
Q3 		$3.83K Buy
+165
New +$3.79K ﹤0.01% 3238

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 $79.5B AUM 27.1% 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

NewEdge Advisors's SHYM Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 87% in Q1 2026, selling an estimated $352K and leaving 2,359 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

NewEdge Advisors first reported a position in SHYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $403K in Q4 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • NewEdge Advisors held 2,359 shares of iShares Short Duration High Yield Muni Active ETF worth $51.9K as of Q1 2026.
  • NewEdge Advisors sold 15,799 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $352K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2928 holding.
  • NewEdge Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $403K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.