O'Shaughnessy Asset Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-67
Closed -$1.49K 2851
2025
Q4
$1.49K Buy
+67
New +$1.49K ﹤0.01% 2547
2025
Q3
Sell
-29
Closed -$647 2661
2025
Q2
$647 Sell
29
-266
-90% -$5.9K ﹤0.01% 2311
2025
Q1
$6.69K Buy
+295
New +$6.73K ﹤0.01% 2152

Other funds holding SHYM

O'Shaughnessy Asset Management's SHYM Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 67 shares — an estimated $1.49K sold.

O'Shaughnessy Asset Management first reported a position in SHYM in Q1 2025 and held it in 3 quarters. The position peaked at $6.69K in Q1 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 67 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $1.49K.
  • O'Shaughnessy Asset Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's iShares Short Duration High Yield Muni Active ETF position peaked at $6.69K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.