SFG
SHYM

Sovereign Financial Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Sovereign Financial Group’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 		$505K Hold
22,492
– – 0.08% 218
2026
Q1 		$495K Buy
+22,492
New +$502K 0.09% 209

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

Sovereign Financial Group's SHYM Position: Q2 2026 in Review

Sovereign Financial Group held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 22,492 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #218.

Sovereign Financial Group first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Sovereign Financial Group held 22,492 shares of iShares Short Duration High Yield Muni Active ETF worth $505K as of Q2 2026.
  • Sovereign Financial Group left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.08% of Sovereign Financial Group's portfolio in Q2 2026, its #218 holding.
  • Sovereign Financial Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.