Objective Capital Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Objective Capital Management’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	$938K	Buy	41,796 +1,500	+4%	+$33.3K	0.83%	33
2026 Q1	$887K	Buy	40,296 +8,039	+25%	+$179K	0.89%	33
2025 Q4	$717K	Buy	32,257 +15,712	+95%	+$350K	0.73%	41
2025 Q3	$370K	Buy	16,545 +6,260	+61%	+$139K	0.38%	60
2025 Q2	$229K	Buy	+10,285	New	+$228K	0.26%	75

Other funds holding SHYM

OWM

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Objective Capital Management's SHYM Position: Q2 2026 in Review

Objective Capital Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 3.7% in Q2 2026, buying an estimated $33.3K and bringing the position to 41,796 shares worth $938K. The position accounts for 0.83% of the portfolio, ranked #33.

Objective Capital Management first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Objective Capital Management held 41,796 shares of iShares Short Duration High Yield Muni Active ETF worth $938K as of Q2 2026.
Objective Capital Management bought 1,500 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $33.3K.
iShares Short Duration High Yield Muni Active ETF made up 0.83% of Objective Capital Management's portfolio in Q2 2026, its #33 holding.
Objective Capital Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.