Old Mission Capital’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Old Mission Capital’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	$769K	Buy	+34,943	New	+$780K	0.01%	547
2023 Q3	–	Sell	-62,291	Closed	-$1.36M	–	1615
2023 Q2	$1.36M	Buy	+62,291	New	+$1.35M	0.03%	369
2021 Q4	–	Sell	-8,643	Closed	-$228K	–	1283
2021 Q3	$228K	Buy	+8,643	New	+$231K	0.01%	780

Other funds holding SHYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Old Mission Capital's SHYM Position: Q1 2026 in Review

Old Mission Capital opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026: 34,943 shares worth $769K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in SHYM as recently as Q2 2023.

Old Mission Capital first reported a position in SHYM in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.36M in Q2 2023. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Old Mission Capital held 34,943 shares of iShares Short Duration High Yield Muni Active ETF worth $769K as of Q1 2026.
iShares Short Duration High Yield Muni Active ETF was a new Old Mission Capital position in Q1 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Old Mission Capital's portfolio in Q1 2026, its #547 holding.
Old Mission Capital first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2021 and has held it in 3 quarters since.
Old Mission Capital's iShares Short Duration High Yield Muni Active ETF position peaked at $1.36M in Q2 2023.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.