Private Wealth Asset 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
$482K Hold
21,470
0.05% 183
2026
Q1
$473K Buy
+21,470
New +$479K 0.05% 171

Other funds holding SHYM

Private Wealth Asset Management's SHYM Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 21,470 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #183.

Private Wealth Asset Management first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Private Wealth Asset Management held 21,470 shares of iShares Short Duration High Yield Muni Active ETF worth $482K as of Q2 2026.
  • Private Wealth Asset Management 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 0.05% of Private Wealth Asset Management's portfolio in Q2 2026, its #183 holding.
  • Private Wealth Asset Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 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 Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.