Osaic Holdings
SHYM

Osaic Holdings’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Osaic Holdings’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 		$18.8M Buy
838,089
+212,356
+34% +$4.72M 0.02% 696
2026
Q1 		$13.8M Buy
625,733
+116,407
+23% +$2.6M 0.02% 729
2025
Q4 		$11.3M Buy
509,326
+4,329
+0.9% +$96.4K 0.02% 859
2025
Q3 		$11.3M Buy
504,997
+150,253
+42% +$3.33M 0.02% 929
2025
Q2 		$7.91M Sell
354,744
-72,726
-17% -$1.61M 0.01% 961
2025
Q1 		$9.69M Buy
427,470
+257,251
+151% +$5.87M 0.02% 698
2024
Q4 		$3.86M Buy
170,219
+94,942
+126% +$2.18M 0.01% 1188
2024
Q3 		$1.75M Buy
75,277
+31,307
+71% +$719K ﹤0.01% 1813
2024
Q2 		$996K Buy
43,970
+23,175
+111% +$518K ﹤0.01% 2196
2024
Q1 		$467K Buy
20,795
+7,178
+53% +$159K ﹤0.01% 2992
2023
Q4 		$301K Sell
13,617
-4,394
-24% -$92K ﹤0.01% 3602
2023
Q3 		$368K Buy
18,011
+3,384
+23% +$72K ﹤0.01% 3508
2023
Q2 		$318K Buy
14,627
+8,130
+125% +$176K ﹤0.01% 3533
2023
Q1 		$140K Buy
6,497
+4,313
+197% +$93.2K ﹤0.01% 4153
2022
Q4 		$46K Buy
2,184
+445
+26% +$9.26K ﹤0.01% 5009
2022
Q3 		$36K Sell
1,739
-266
-13% -$5.86K ﹤0.01% 5159
2022
Q2 		$44K Hold
2,005
– – ﹤0.01% 5061
2022
Q1 		$48K Buy
2,005
+1,637
+445% +$40.9K ﹤0.01% 5129
2021
Q4 		$9K Buy
368
+245
+199% +$6.41K ﹤0.01% 6360
2021
Q3 		$3K Buy
123
+108
+720% +$2.89K ﹤0.01% 6780
2021
Q2 		$0 Buy
+15
New +$390 ﹤0.01% 7160

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
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

Osaic Holdings's SHYM Position: Q2 2026 in Review

Osaic Holdings increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 34% in Q2 2026, buying an estimated $4.72M and bringing the position to 838,089 shares worth $18.8M. The position accounts for 0.02% of the portfolio, ranked #696.

Osaic Holdings first reported a position in SHYM in Q2 2021 and has held it in 21 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Osaic Holdings held 838,089 shares of iShares Short Duration High Yield Muni Active ETF worth $18.8M as of Q2 2026.
  • Osaic Holdings bought 212,356 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $4.72M.
  • iShares Short Duration High Yield Muni Active ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #696 holding.
  • Osaic Holdings first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2021 and has held it in 21 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.