PWA
SHYM

Perspective Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Perspective Wealth Advisors’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 		$349K Buy
+15,557
New +$346K 0.19% 61

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Perspective Wealth Advisors's SHYM Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 15,557 shares worth $349K. The stake represents 0.19% of the portfolio and ranks #61 among its holdings.

149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Perspective Wealth Advisors held 15,557 shares of iShares Short Duration High Yield Muni Active ETF worth $349K as of Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Perspective Wealth Advisors position in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.19% of Perspective Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.