SWP
SHYM

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

Sagespring Wealth Partners’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
Q2 		$483K Sell
21,496
-10,278
-32% -$228K 0.01% 541
2026
Q1 		$700K Buy
+31,774
New +$709K 0.01% 412

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 32% in Q2 2026, selling an estimated $228K and leaving 21,496 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #541.

Sagespring Wealth Partners first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $700K in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Sagespring Wealth Partners held 21,496 shares of iShares Short Duration High Yield Muni Active ETF worth $483K as of Q2 2026.
  • Sagespring Wealth Partners sold 10,278 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $228K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #541 holding.
  • Sagespring Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $700K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

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