SPIA
SHYM

Steward Partners Investment Advisory’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Steward Partners Investment Advisory’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 		$55K Sell
2,451
-339
-12% -$7.53K ﹤0.01% 2894
2026
Q1 		$61.4K Sell
2,790
-212
-7% -$4.73K ﹤0.01% 2673
2025
Q4 		$66.7K Sell
3,002
-273
-8% -$6.08K ﹤0.01% 2517
2025
Q3 		$73.2K Buy
3,275
+1,415
+76% +$31.3K ﹤0.01% 2423
2025
Q2 		$41.5K Sell
1,860
-202
-10% -$4.48K ﹤0.01% 2566
2025
Q1 		$46.7K Sell
2,062
-218
-10% -$4.97K ﹤0.01% 2420
2024
Q4 		$51.7K Buy
2,280
+1,434
+170% +$32.9K ﹤0.01% 2321
2024
Q3 		$19.6K Hold
846
– – ﹤0.01% 2668
2024
Q2 		$19.2K Hold
846
– – ﹤0.01% 2557
2024
Q1 		$19K Hold
846
– – ﹤0.01% 2542
2023
Q4 		$18.7K Hold
846
– – ﹤0.01% 2439
2023
Q3 		$17.3K Hold
846
– – ﹤0.01% 2380
2023
Q2 		$18.4K Hold
846
– – ﹤0.01% 2328
2023
Q1 		$18.3K Hold
846
– – ﹤0.01% 2281
2022
Q4 		$17.9K Buy
+846
New +$17.6K ﹤0.01% 2292

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 $103B AUM 28.65% 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

Steward Partners Investment Advisory's SHYM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 12% in Q2 2026, selling an estimated $7.53K and leaving 2,451 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Steward Partners Investment Advisory first reported a position in SHYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.2K in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Steward Partners Investment Advisory held 2,451 shares of iShares Short Duration High Yield Muni Active ETF worth $55K as of Q2 2026.
  • Steward Partners Investment Advisory sold 339 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $7.53K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2894 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's iShares Short Duration High Yield Muni Active ETF position peaked at $73.2K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.