Strategic Family Wealth Counselors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Strategic Family Wealth Counselors’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	-9,050	Closed	-$202K	–	228
2025 Q4	$202K	Sell	9,050 -17,450	-66%	-$389K	0.05%	211
2025 Q3	$592K	Hold	26,500	–	–	0.15%	89
2025 Q2	$591K	Hold	26,500	–	–	0.17%	84
2025 Q1	$601K	Buy	+26,500	New	+$605K	0.2%	77

Other funds holding SHYM

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 $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Strategic Family Wealth Counselors's SHYM Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 9,050 shares — an estimated $202K sold.

Strategic Family Wealth Counselors first reported a position in SHYM in Q1 2025 and held it in 4 quarters. The position peaked at $601K in Q1 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Strategic Family Wealth Counselors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
Strategic Family Wealth Counselors sold 9,050 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $202K.
Strategic Family Wealth Counselors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
Strategic Family Wealth Counselors's iShares Short Duration High Yield Muni Active ETF position peaked at $601K in Q1 2025.
142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.