PWM
SHYM

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
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
TC
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

Perigon Wealth Management's SHYM Position: Q1 2026 in Review

Perigon Wealth Management held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q1 2026 at 9,782 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Perigon Wealth Management first reported a position in SHYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q3 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Perigon Wealth Management held 9,782 shares of iShares Short Duration High Yield Muni Active ETF worth $215K as of Q1 2026.
  • Perigon Wealth Management left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1185 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 4 quarters since.
  • Perigon Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $219K 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.