Prentice Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.55M Buy
247,048
+30,743
+14% +$683K 1.14% 19
2026
Q1
$4.76M Sell
216,305
-2,482
-1% -$55.4K 1.07% 20
2025
Q4
$4.86M Sell
218,787
-86,690
-28% -$1.93M 1.11% 15
2025
Q3
$6.82M Sell
305,477
-11,660
-4% -$258K 1.68% 12
2025
Q2
$7.08M Buy
317,137
+8,166
+3% +$181K 1.86% 12
2025
Q1
$7M Buy
308,971
+6,338
+2% +$145K 2.02% 13
2024
Q4
$6.86M Buy
302,633
+21,390
+8% +$491K 1.98% 13
2024
Q3
$6.52M Buy
281,243
+55,061
+24% +$1.26M 1.94% 14
2024
Q2
$5.12M Buy
226,182
+55,865
+33% +$1.25M 1.67% 14
2024
Q1
$3.82M Buy
170,317
+77,128
+83% +$1.71M 1.33% 15
2023
Q4
$2.06M Buy
93,189
+37,490
+67% +$785K 0.8% 18
2023
Q3
$1.14M Buy
55,699
+45,883
+467% +$977K 0.51% 26
2023
Q2
$214K Buy
+9,816
New +$212K 0.1% 94

Other funds holding SHYM

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

Prentice Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 14% in Q2 2026, buying an estimated $683K and bringing the position to 247,048 shares worth $5.55M. The position accounts for 1.14% of the portfolio, ranked #19.

Prentice Wealth Management first reported a position in SHYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.08M in Q2 2025. 25 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Prentice Wealth Management held 247,048 shares of iShares Short Duration High Yield Muni Active ETF worth $5.55M as of Q2 2026.
  • Prentice Wealth Management bought 30,743 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $683K.
  • iShares Short Duration High Yield Muni Active ETF made up 1.14% of Prentice Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Prentice Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2023 and has held it in 13 quarters since.
  • Prentice Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $7.08M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.