Perigon Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Perigon Wealth 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 Q3	$627K	Buy	29,329 +20,000	+214%	+$440K	0.01%	785
2026 Q2	$209K	Sell	9,329 -453	-5%	-$10.1K	﹤0.01%	1349
2026 Q1	$215K	Hold	9,782	–	–	﹤0.01%	1185
2025 Q4	$217K	Hold	9,782	–	–	﹤0.01%	1196
2025 Q3	$219K	Hold	9,782	–	–	﹤0.01%	1111
2025 Q2	$218K	Buy	+9,782	New	+$217K	0.01%	972

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

Perigon Wealth Management's SHYM Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 214% in Q3 2026, buying an estimated $440K and bringing the position to 29,329 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #785.

Perigon Wealth Management first reported a position in SHYM in Q2 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Perigon Wealth Management held 29,329 shares of iShares Short Duration High Yield Muni Active ETF worth $627K as of Q3 2026.
Perigon Wealth Management bought 20,000 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $440K.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #785 holding.
Perigon Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.