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

Spire 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	$18.7K	Buy	833 +60	+8%	+$1.33K	﹤0.01%	1460
2026 Q1	$17K	Hold	773	–	–	﹤0.01%	1471
2025 Q4	$17.2K	Buy	773 +87	+13%	+$1.94K	﹤0.01%	1537
2025 Q3	$15.3K	Sell	686 -1,498	-69%	-$33.2K	﹤0.01%	1612
2025 Q2	$48.7K	Buy	2,184 +1,109	+103%	+$24.6K	﹤0.01%	1202
2025 Q1	$24.4K	Hold	1,075	–	–	﹤0.01%	1541
2024 Q4	$24.4K	Buy	+1,075	New	+$24.7K	﹤0.01%	1554
2023 Q1	–	Sell	-150	Closed	-$3K	–	2614
2022 Q4	$3K	Sell	150 -600	-80%	-$12.5K	﹤0.01%	2004
2022 Q3	$15K	Hold	750	–	–	﹤0.01%	1454
2022 Q2	$16K	Hold	750	–	–	﹤0.01%	1764
2022 Q1	$18K	Hold	750	–	–	﹤0.01%	1862
2021 Q4	$20K	Buy	+750	New	+$19.6K	﹤0.01%	2125

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 $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

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

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

Spire Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7.8% in Q2 2026, buying an estimated $1.33K and bringing the position to 833 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Spire Wealth Management first reported a position in SHYM in Q4 2021 and has held it in 12 quarters since. The position peaked at $48.7K in Q2 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Spire Wealth Management held 833 shares of iShares Short Duration High Yield Muni Active ETF worth $18.7K as of Q2 2026.
Spire Wealth Management bought 60 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.33K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1460 holding.
Spire Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2021 and has held it in 12 quarters since.
Spire Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $48.7K in Q2 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.