Parallel Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Parallel Advisors’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	$314K	Buy	+14,001	New	+$311K	﹤0.01%	999
2025 Q4	–	Sell	-799	Closed	-$17.9K	–	3784
2025 Q3	$17.9K	Sell	799 -10,000	-93%	-$221K	﹤0.01%	2305
2025 Q2	$241K	Hold	10,799	–	–	﹤0.01%	928
2025 Q1	$245K	Hold	10,799	–	–	0.01%	873
2024 Q4	$245K	Hold	10,799	–	–	0.01%	852
2024 Q3	$250K	Hold	10,799	–	–	0.01%	836
2024 Q2	$244K	Buy	10,799 +10,000	+1,252%	+$224K	0.01%	786
2024 Q1	$17.9K	Hold	799	–	–	﹤0.01%	2041
2023 Q4	$17.7K	Hold	799	–	–	﹤0.01%	2017
2023 Q3	$16.3K	Hold	799	–	–	﹤0.01%	1953
2023 Q2	$17.4K	Hold	799	–	–	﹤0.01%	1923
2023 Q1	$17.2K	Hold	799	–	–	﹤0.01%	1906
2022 Q4	$16.9K	Buy	+799	New	+$16.6K	﹤0.01%	1786

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Parallel Advisors's SHYM Position: Q2 2026 in Review

Parallel Advisors opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 14,001 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in SHYM as recently as Q3 2025.

Parallel Advisors first reported a position in SHYM in Q4 2022 and has held it in 13 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Parallel Advisors held 14,001 shares of iShares Short Duration High Yield Muni Active ETF worth $314K as of Q2 2026.
iShares Short Duration High Yield Muni Active ETF was a new Parallel Advisors position in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #999 holding.
Parallel Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and has held it in 13 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.