RPGNY
SHYM

Retirement Planning Group (New York)’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Retirement Planning Group (New York)’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
Q1 		$429K Buy
+19,495
New +$435K 0.28% 60

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Retirement Planning Group (New York)'s SHYM Position: Q1 2026 in Review

Retirement Planning Group (New York) opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026: 19,495 shares worth $429K. The stake represents 0.28% of the portfolio and ranks #60 among its holdings.

141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Retirement Planning Group (New York) held 19,495 shares of iShares Short Duration High Yield Muni Active ETF worth $429K as of Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF was a new Retirement Planning Group (New York) position in Q1 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.28% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #60 holding.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.