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 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

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

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 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

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 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

OCM

Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return

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

Orgel Wealth Management's SHYM Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 8,146,410 shares worth $183M. The stake represents 3.47% of the portfolio and ranks #11 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in SHYM as recently as Q2 2025.

Orgel Wealth Management first reported a position in SHYM in Q3 2024 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Orgel Wealth Management held 8,146,410 shares of iShares Short Duration High Yield Muni Active ETF worth $183M as of Q2 2026.
iShares Short Duration High Yield Muni Active ETF was a new Orgel Wealth Management position in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up 3.47% of Orgel Wealth Management's portfolio in Q2 2026, its #11 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 5 quarters since.
43 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.