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

Summit 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 Q2	$583K	Buy	+25,955	New	+$577K	0.01%	1036

Other funds holding SHYM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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 $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Summit Financial's SHYM Position: Q2 2026 in Review

Summit Financial opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026: 25,955 shares worth $583K. The stake represents 0.01% of the portfolio and ranks #1036 among its holdings.

149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Summit Financial held 25,955 shares of iShares Short Duration High Yield Muni Active ETF worth $583K as of Q2 2026.
iShares Short Duration High Yield Muni Active ETF was a new Summit Financial position in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1036 holding.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.