Prosperity Capital Advisors’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
$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

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. 30 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.
  • 30 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.