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Sowell Financial Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Sowell Financial Services’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 		$469K Buy
20,876
+9,669
+86% +$215K 0.02% 673
2026
Q1 		$247K Buy
11,207
+392
+4% +$8.75K 0.01% 921
2025
Q4 		$240K Buy
10,815
+206
+2% +$4.59K 0.01% 929
2025
Q3 		$237K Buy
+10,609
New +$235K 0.01% 915

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 22.9% 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 $1.15B AUM 7.83% 1-Year Est. Return

Sowell Financial Services's SHYM Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 86% in Q2 2026, buying an estimated $215K and bringing the position to 20,876 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #673.

Sowell Financial Services first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Sowell Financial Services held 20,876 shares of iShares Short Duration High Yield Muni Active ETF worth $469K as of Q2 2026.
  • Sowell Financial Services bought 9,669 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $215K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #673 holding.
  • Sowell Financial Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.