Per Stirling Capital Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Per Stirling Capital Management’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 Q1	$660K	Buy	29,970 +10,025	+50%	+$224K	0.07%	173
2025 Q4	$443K	Sell	19,945 -20,585	-51%	-$458K	0.05%	198
2025 Q3	$905K	Buy	+40,530	New	+$898K	0.11%	128

Other funds holding SHYM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Per Stirling Capital Management's SHYM Position: Q1 2026 in Review

Per Stirling Capital Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 50% in Q1 2026, buying an estimated $224K and bringing the position to 29,970 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #173.

Per Stirling Capital Management first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $905K in Q3 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Per Stirling Capital Management held 29,970 shares of iShares Short Duration High Yield Muni Active ETF worth $660K as of Q1 2026.
Per Stirling Capital Management bought 10,025 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $224K.
iShares Short Duration High Yield Muni Active ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q1 2026, its #173 holding.
Per Stirling Capital Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
Per Stirling Capital Management's iShares Short Duration High Yield Muni Active ETF position peaked at $905K in Q3 2025.
141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.