Private Trust Company’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
$168K Hold
7,484
– – 0.01% 878
2026
Q1
$165K Hold
7,484
– – 0.01% 849
2025
Q4
$166K Hold
7,484
– – 0.01% 829
2025
Q3
$167K Hold
7,484
– – 0.01% 819
2025
Q2
$167K Buy
7,484
+6,400
+590% +$142K 0.02% 780
2025
Q1
$24.6K Hold
1,084
– – ﹤0.01% 1470
2024
Q4
$24.6K Hold
1,084
– – ﹤0.01% 1423
2024
Q3
$25.1K Buy
+1,084
New +$24.9K ﹤0.01% 1389

Other funds holding SHYM

Private Trust Company's SHYM Position: Q2 2026 in Review

Private Trust Company held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 7,484 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #878.

Private Trust Company first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Private Trust Company held 7,484 shares of iShares Short Duration High Yield Muni Active ETF worth $168K as of Q2 2026.
  • Private Trust Company left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #878 holding.
  • Private Trust Company first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.