SWM
SHYM

SK Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

SK Wealth Management’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 		$1.43M Sell
64,431
-21,811
-25% -$485K 0.32% 33
2026
Q1 		$1.9M Sell
86,242
-2,142
-2% -$47.8K 0.53% 25
2025
Q4 		$1.98M Buy
+88,384
New +$1.97M 0.55% 26

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

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

SK Wealth Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 25% in Q2 2026, selling an estimated $485K and leaving 64,431 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #33.

SK Wealth Management first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • SK Wealth Management held 64,431 shares of iShares Short Duration High Yield Muni Active ETF worth $1.43M as of Q2 2026.
  • SK Wealth Management sold 21,811 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $485K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.32% of SK Wealth Management's portfolio in Q2 2026, its #33 holding.
  • SK Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • SK Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $1.98M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.