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Pearl Planning’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Pearl Planning’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
Q3 		$7.29M Buy
+340,940
New +$7.51M 3.02% 12

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Pearl Planning's SHYM Position: Q3 2026 in Review

Pearl Planning opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026: 340,940 shares worth $7.29M. The stake represents 3.02% of the portfolio and ranks #12 among its holdings.

12 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

  • Pearl Planning held 340,940 shares of iShares Short Duration High Yield Muni Active ETF worth $7.29M as of Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Pearl Planning position in Q3 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 3.02% of Pearl Planning's portfolio in Q3 2026, its #12 holding.
  • 12 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Pearl Planning's 13F filing for Q3 2026, filed 13 Oct 2026.