Private Advisor Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Private Advisor Group’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	$1.74M	Buy	77,325 +6,461	+9%	+$144K	0.01%	1075
2026 Q1	$1.56M	Sell	70,864 -14,508	-17%	-$324K	0.01%	1159
2025 Q4	$1.9M	Sell	85,372 -12,345	-13%	-$275K	0.01%	1063
2025 Q3	$2.18M	Buy	97,717 +16,397	+20%	+$363K	0.01%	969
2025 Q2	$1.81M	Buy	81,320 +58,678	+259%	+$1.3M	0.01%	1016
2025 Q1	$513K	Buy	+22,642	New	+$517K	﹤0.01%	1586

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 $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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Private Advisor Group's SHYM Position: Q2 2026 in Review

Private Advisor Group increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 9.1% in Q2 2026, buying an estimated $144K and bringing the position to 77,325 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1075.

Private Advisor Group first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.18M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Private Advisor Group held 77,325 shares of iShares Short Duration High Yield Muni Active ETF worth $1.74M as of Q2 2026.
Private Advisor Group bought 6,461 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $144K.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1075 holding.
Private Advisor Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Private Advisor Group's iShares Short Duration High Yield Muni Active ETF position peaked at $2.18M in Q3 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.