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 Q3	$30.4K	Buy	1,422 +589	+71%	+$13K	﹤0.01%	1273
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 $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Spire Wealth Management's SHYM Position: Q3 2026 in Review

Spire Wealth Management increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 71% in Q3 2026, buying an estimated $13K and bringing the position to 1,422 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Spire Wealth Management first reported a position in SHYM in Q4 2021 and has held it in 13 quarters since. The position peaked at $48.7K in Q2 2025. 145 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Spire Wealth Management held 1,422 shares of iShares Short Duration High Yield Muni Active ETF worth $30.4K as of Q3 2026.
Spire Wealth Management bought 589 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $13K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1273 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 13 quarters since.
Spire Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $48.7K in Q2 2025.
145 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.