SWP
SHYM

Stratos Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Stratos Wealth Partners’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 		$1.12M Buy
50,080
+6,585
+15% +$146K 0.01% 800
2026
Q1 		$958K Buy
43,495
+13,746
+46% +$307K 0.01% 810
2025
Q4 		$661K Buy
+29,749
New +$662K 0.01% 925

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 $104B AUM 28.3% 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

Stratos Wealth Partners's SHYM Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 50,080 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #800.

Stratos Wealth Partners first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Stratos Wealth Partners held 50,080 shares of iShares Short Duration High Yield Muni Active ETF worth $1.12M as of Q2 2026.
  • Stratos Wealth Partners bought 6,585 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $146K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #800 holding.
  • Stratos Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.