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

Orgel Wealth 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	$189M	Buy	8,832,260 +685,850	+8%	+$15.1M	3.57%	12
2026 Q2	$183M	Buy	+8,146,410	New	+$181M	3.47%	11
2025 Q3	–	Sell	-95,515	Closed	-$2.13M	–	90
2025 Q2	$2.13M	Buy	95,515 +15	+0%	+$333	0.05%	40
2025 Q1	$2.16M	Buy	95,500 +19,187	+25%	+$438K	0.06%	36
2024 Q4	$1.73M	Buy	76,313 +375	+0.5%	+$8.6K	0.05%	39
2024 Q3	$1.76M	Buy	+75,938	New	+$1.74M	0.04%	40

Other funds holding SHYM

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

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

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

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

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 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

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Orgel Wealth Management's SHYM Position: Q3 2026 in Review

Orgel Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 8.4% in Q3 2026, buying an estimated $15.1M and bringing the position to 8,832,260 shares worth $189M. The position accounts for 3.57% of the portfolio, ranked #12.

Orgel Wealth Management first reported a position in SHYM in Q3 2024 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Orgel Wealth Management held 8,832,260 shares of iShares Short Duration High Yield Muni Active ETF worth $189M as of Q3 2026.
Orgel Wealth Management bought 685,850 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $15.1M.
iShares Short Duration High Yield Muni Active ETF made up 3.57% of Orgel Wealth Management's portfolio in Q3 2026, its #12 holding.
Orgel Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.