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 Q3	$468K	Sell	21,896 -19,900	-48%	-$438K	0.42%	57
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Objective Capital Management's SHYM Position: Q3 2026 in Review

Objective Capital Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 48% in Q3 2026, selling an estimated $438K and leaving 21,896 shares worth $468K. The position accounts for 0.42% of the portfolio, ranked #57.

Objective Capital Management first reported a position in SHYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $938K in Q2 2026. 18 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Objective Capital Management held 21,896 shares of iShares Short Duration High Yield Muni Active ETF worth $468K as of Q3 2026.
Objective Capital Management sold 19,900 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $438K.
iShares Short Duration High Yield Muni Active ETF made up 0.42% of Objective Capital Management's portfolio in Q3 2026, its #57 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 6 quarters since.
Objective Capital Management's iShares Short Duration High Yield Muni Active ETF position peaked at $938K in Q2 2026.
18 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.