Quotient Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Quotient Wealth Partners's SHYM Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7.1% in Q2 2026, buying an estimated $479K and bringing the position to 323,488 shares worth $7.26M. The position accounts for 0.17% of the portfolio, ranked #39.

Quotient Wealth Partners first reported a position in SHYM in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

• Quotient Wealth Partners held 323,488 shares of iShares Short Duration High Yield Muni Active ETF worth $7.26M as of Q2 2026.
• Quotient Wealth Partners bought 21,565 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $479K.
• iShares Short Duration High Yield Muni Active ETF made up 0.17% of Quotient Wealth Partners's portfolio in Q2 2026, its #39 holding.
• Quotient Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and has held it in 11 quarters since.
• 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.