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

ShoreHaven 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	$759K	Buy	33,794 +901	+3%	+$20K	0.24%	62
2026 Q1	$724K	Sell	32,893 -839	-2%	-$18.7K	0.26%	61
2025 Q4	$750K	Buy	33,732 +3,339	+11%	+$74.3K	0.27%	58
2025 Q3	$679K	Buy	30,393 +18,113	+148%	+$401K	0.25%	60
2025 Q2	$274K	Sell	12,280 -13,990	-53%	-$310K	0.11%	81
2025 Q1	$596K	Buy	26,270 +3,292	+14%	+$75.1K	0.29%	55
2024 Q4	$521K	Sell	22,978 -917	-4%	-$21K	0.25%	58
2024 Q3	$554K	Buy	+23,895	New	+$549K	0.27%	55

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

ShoreHaven Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 2.7% in Q2 2026, buying an estimated $20K and bringing the position to 33,794 shares worth $759K. The position accounts for 0.24% of the portfolio, ranked #62.

ShoreHaven Wealth Partners first reported a position in SHYM in Q3 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

ShoreHaven Wealth Partners held 33,794 shares of iShares Short Duration High Yield Muni Active ETF worth $759K as of Q2 2026.
ShoreHaven Wealth Partners bought 901 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $20K.
iShares Short Duration High Yield Muni Active ETF made up 0.24% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #62 holding.
ShoreHaven Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 8 quarters since.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.