Rialto Wealth Management’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
$3.63M Buy
161,516
+51,860
+47% +$1.15M 0.72% 33
2026
Q1
$2.41M Buy
109,656
+75,040
+217% +$1.67M 0.54% 42
2025
Q4
$769K Buy
34,616
+16,903
+95% +$376K 0.18% 81
2025
Q3
$396K Buy
+17,713
New +$392K 0.1% 105

Other funds holding SHYM

Rialto Wealth Management's SHYM Position: Q2 2026 in Review

Rialto Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 47% in Q2 2026, buying an estimated $1.15M and bringing the position to 161,516 shares worth $3.63M. The position accounts for 0.72% of the portfolio, ranked #33.

Rialto Wealth Management first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Rialto Wealth Management held 161,516 shares of iShares Short Duration High Yield Muni Active ETF worth $3.63M as of Q2 2026.
  • Rialto Wealth Management bought 51,860 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.15M.
  • iShares Short Duration High Yield Muni Active ETF made up 0.72% of Rialto Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Rialto Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.