Prosperity Capital Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Prosperity Capital Advisors’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	$1.99M	Buy	88,577 +18,532	+26%	+$412K	0.1%	128
2026 Q1	$1.54M	Buy	70,045 +22,813	+48%	+$509K	0.09%	139
2025 Q4	$1.05M	Buy	47,232 +5,797	+14%	+$129K	0.06%	165
2025 Q3	$926K	Buy	41,435 +5,516	+15%	+$122K	0.05%	198
2025 Q2	$801K	Sell	35,919 -1,371	-4%	-$30.4K	0.05%	199
2025 Q1	$846K	Buy	37,290 +15,536	+71%	+$354K	0.07%	176
2024 Q4	$493K	Buy	21,754 +4,303	+25%	+$98.7K	0.04%	223
2024 Q3	$405K	Buy	+17,451	New	+$401K	0.03%	241

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $113M AUM 22.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Prosperity Capital Advisors's SHYM Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 26% in Q2 2026, buying an estimated $412K and bringing the position to 88,577 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #128.

Prosperity Capital Advisors first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Prosperity Capital Advisors held 88,577 shares of iShares Short Duration High Yield Muni Active ETF worth $1.99M as of Q2 2026.
Prosperity Capital Advisors bought 18,532 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $412K.
iShares Short Duration High Yield Muni Active ETF made up 0.1% of Prosperity Capital Advisors's portfolio in Q2 2026, its #128 holding.
Prosperity Capital Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.