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 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

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

Premier Path Wealth Partners's SHYM Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 16% in Q2 2026, buying an estimated $64K and bringing the position to 20,747 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #279.

Premier Path Wealth Partners first reported a position in SHYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $707K in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Premier Path Wealth Partners held 20,747 shares of iShares Short Duration High Yield Muni Active ETF worth $466K as of Q2 2026.
Premier Path Wealth Partners bought 2,881 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $64K.
iShares Short Duration High Yield Muni Active ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #279 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 9 quarters since.
Premier Path Wealth Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $707K in Q1 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.