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

NewEdge Wealth’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	$251K	Hold	11,180	–	–	﹤0.01%	1099
2026 Q1	$246K	Hold	11,180	–	–	﹤0.01%	1018
2025 Q4	$248K	Hold	11,180	–	–	﹤0.01%	1089
2025 Q3	$249K	Buy	+11,180	New	+$248K	﹤0.01%	929

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 $104B AUM 28.3% 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

NewEdge Wealth's SHYM Position: Q2 2026 in Review

NewEdge Wealth held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 11,180 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

NewEdge Wealth first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

NewEdge Wealth held 11,180 shares of iShares Short Duration High Yield Muni Active ETF worth $251K as of Q2 2026.
NewEdge Wealth 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 NewEdge Wealth's portfolio in Q2 2026, its #1099 holding.
NewEdge Wealth first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.