Premier Path Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Premier Path Wealth Partners’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	$933K	Buy	43,655 +22,908	+110%	+$504K	0.11%	175
2026 Q2	$466K	Buy	20,747 +2,881	+16%	+$64K	0.05%	279
2026 Q1	$393K	Buy	17,866 +5,251	+42%	+$117K	0.05%	309
2025 Q4	$280K	Sell	12,615 -6,567	-34%	-$146K	0.04%	336
2025 Q3	$429K	Sell	19,182 -9,913	-34%	-$220K	0.06%	279
2025 Q2	$649K	Sell	29,095 -2,090	-7%	-$46.3K	0.09%	219
2025 Q1	$707K	Buy	31,185 +2,266	+8%	+$51.7K	0.11%	192
2024 Q4	$655K	Sell	28,919 -147	-0.5%	-$3.37K	0.1%	197
2024 Q3	$674K	Buy	29,066 +1,474	+5%	+$33.9K	0.11%	197
2024 Q2	$625K	Buy	+27,592	New	+$617K	0.11%	191

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

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

FAM

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Premier Path Wealth Partners's SHYM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 110% in Q3 2026, buying an estimated $504K and bringing the position to 43,655 shares worth $933K. The position accounts for 0.11% of the portfolio, ranked #175.

Premier Path Wealth Partners first reported a position in SHYM in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Premier Path Wealth Partners held 43,655 shares of iShares Short Duration High Yield Muni Active ETF worth $933K as of Q3 2026.
Premier Path Wealth Partners bought 22,908 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $504K.
iShares Short Duration High Yield Muni Active ETF made up 0.11% of Premier Path Wealth Partners's portfolio in Q3 2026, its #175 holding.
Premier Path Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 10 quarters since.
18 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.