Stifel Financial
SHYM icon

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

Stifel Financial’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
Q1 		– Sell
-16,834
Closed -$374K – 3766
2025
Q4 		$374K Buy
16,834
+18
+0.1% +$401 ﹤0.01% 3019
2025
Q3 		$376K Buy
+16,816
New +$372K ﹤0.01% 2981

Other funds holding SHYM

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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Stifel Financial's SHYM Position: Q1 2026 in Review

Stifel Financial sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 16,834 shares — an estimated $374K sold.

Stifel Financial first reported a position in SHYM in Q3 2025 and held it in 2 quarters. The position peaked at $376K in Q3 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Stifel Financial reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 16,834 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $374K.
  • Stifel Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 2 quarters.
  • Stifel Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $376K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.