RFG Advisory’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
OWM
QWP
DWM
TC
RFG Advisory's SHYM Position: Q2 2026 in Review
RFG Advisory increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 33% in Q2 2026, buying an estimated $142K and bringing the position to 25,799 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #749.
RFG Advisory first reported a position in SHYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1M in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.
- RFG Advisory held 25,799 shares of iShares Short Duration High Yield Muni Active ETF worth $579K as of Q2 2026.
- RFG Advisory bought 6,368 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $142K.
- iShares Short Duration High Yield Muni Active ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #749 holding.
- RFG Advisory first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
- RFG Advisory's iShares Short Duration High Yield Muni Active ETF position peaked at $1M in Q1 2025.
- 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.
Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.