SIA
SHYM

Serenity Investment Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Serenity Investment Advisors’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 		$442K Buy
19,995
+882
+5% +$19.6K 0.19% 49
2026
Q1 		$423K Buy
19,113
+939
+5% +$20.9K 0.2% 49
2025
Q4 		$405K Buy
+18,174
New +$405K 0.24% 44

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

Serenity Investment Advisors's SHYM Position: Q2 2026 in Review

Serenity Investment Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 4.6% in Q2 2026, buying an estimated $19.6K and bringing the position to 19,995 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #49.

Serenity Investment Advisors first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Serenity Investment Advisors held 19,995 shares of iShares Short Duration High Yield Muni Active ETF worth $442K as of Q2 2026.
  • Serenity Investment Advisors bought 882 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $19.6K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.19% of Serenity Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Serenity Investment Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.