Sunbelt Securities’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Sunbelt Securities’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	$75.7K	Buy	3,438 +23	+0.7%	+$513	﹤0.01%	921
2025 Q4	$75.9K	Buy	3,415 +53	+2%	+$1.18K	0.01%	891
2025 Q3	$75.1K	Sell	3,362 -4,083	-55%	-$90.4K	0.01%	905
2025 Q2	$169K	Buy	7,445 +636	+9%	+$14.1K	0.01%	631
2025 Q1	$154K	Sell	6,809 -636	-9%	-$14.5K	0.01%	628
2024 Q4	$169K	Buy	7,445 +3,513	+89%	+$80.6K	0.01%	632
2024 Q3	$91.1K	Buy	3,932 +3,447	+711%	+$79.2K	0.01%	786
2024 Q2	$11K	Hold	485	–	–	﹤0.01%	1248
2024 Q1	$10.9K	Hold	485	–	–	﹤0.01%	1221
2023 Q4	$10.7K	Sell	485 -200	-29%	-$4.19K	﹤0.01%	1152
2023 Q3	$14K	Buy	685 +400	+140%	+$8.52K	﹤0.01%	1081
2023 Q2	$6.2K	Hold	285	–	–	﹤0.01%	1285
2023 Q1	$6.12K	Buy	+285	New	+$6.16K	﹤0.01%	1248

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 $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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Sunbelt Securities's SHYM Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.67% in Q1 2026, buying an estimated $513 and bringing the position to 3,438 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Sunbelt Securities first reported a position in SHYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $169K in Q4 2024. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

Sunbelt Securities held 3,438 shares of iShares Short Duration High Yield Muni Active ETF worth $75.7K as of Q1 2026.
Sunbelt Securities bought 23 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $513.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #921 holding.
Sunbelt Securities first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Short Duration High Yield Muni Active ETF position peaked at $169K in Q4 2024.
142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.