Tolleson Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Tolleson Wealth Management’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	$966K	Sell	43,025 -22,575	-34%	-$502K	0.13%	44
2026 Q1	$1.44M	Hold	65,600	–	–	0.21%	40
2025 Q4	$1.46M	Hold	65,600	–	–	0.21%	39
2025 Q3	$1.47M	Hold	65,600	–	–	0.23%	39
2025 Q2	$1.46M	Sell	65,600 -1,970	-3%	-$43.7K	0.25%	36
2025 Q1	$1.53M	Hold	67,570	–	–	0.3%	31
2024 Q4	$1.53M	Buy	+67,570	New	+$1.55M	0.31%	31

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 $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

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

Tolleson Wealth Management's SHYM Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 34% in Q2 2026, selling an estimated $502K and leaving 43,025 shares worth $966K. The position accounts for 0.13% of the portfolio, ranked #44.

Tolleson Wealth Management first reported a position in SHYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Tolleson Wealth Management held 43,025 shares of iShares Short Duration High Yield Muni Active ETF worth $966K as of Q2 2026.
Tolleson Wealth Management sold 22,575 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $502K.
iShares Short Duration High Yield Muni Active ETF made up 0.13% of Tolleson Wealth Management's portfolio in Q2 2026, its #44 holding.
Tolleson Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
Tolleson Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $1.53M in Q1 2025.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.