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

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

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

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return