P
SHYM

&Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

&Partners’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 		$644K Buy
28,694
+3,900
+16% +$86.7K ﹤0.01% 1687
2026
Q1 		$546K Buy
24,794
+2,624
+12% +$58.5K ﹤0.01% 1648
2025
Q4 		$493K Buy
22,170
+1,944
+10% +$43.3K ﹤0.01% 1614
2025
Q3 		$452K Buy
20,226
+2,485
+14% +$55K ﹤0.01% 1515
2025
Q2 		$396K Buy
17,741
+2,290
+15% +$50.8K ﹤0.01% 1469
2025
Q1 		$350K Buy
15,451
+37
+0.2% +$844 ﹤0.01% 1328
2024
Q4 		$350K Buy
15,414
+1,755
+13% +$40.3K ﹤0.01% 1252
2024
Q3 		$317K Buy
+13,659
New +$314K 0.01% 1074

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

&Partners's SHYM Position: Q2 2026 in Review

&Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 16% in Q2 2026, buying an estimated $86.7K and bringing the position to 28,694 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

&Partners first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • &Partners held 28,694 shares of iShares Short Duration High Yield Muni Active ETF worth $644K as of Q2 2026.
  • &Partners bought 3,900 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $86.7K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1687 holding.
  • &Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.