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 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

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

Perigon Wealth Management's SHYM Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 4.6% in Q2 2026, selling an estimated $10.1K and leaving 9,329 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Perigon Wealth Management first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $219K in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Perigon Wealth Management held 9,329 shares of iShares Short Duration High Yield Muni Active ETF worth $209K as of Q2 2026.
Perigon Wealth Management sold 453 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $10.1K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1349 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 5 quarters since.
Perigon Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $219K in Q3 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.