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

Triad 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	$213K	Hold	9,668	–	–	0.01%	533
2026 Q1	$213K	Hold	9,668	–	–	0.02%	460
2025 Q4	$215K	Hold	9,668	–	–	0.02%	444
2025 Q3	$216K	Hold	9,668	–	–	0.03%	355
2025 Q2	$216K	Hold	9,668	–	–	0.04%	270
2025 Q1	$219K	Sell	9,668 -144	-1%	-$3.29K	0.07%	195
2024 Q4	$222K	Buy	+9,812	New	+$225K	0.08%	165

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

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

Triad Wealth Partners held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 9,668 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #533.

Triad Wealth Partners first reported a position in SHYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $222K in Q4 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Triad Wealth Partners held 9,668 shares of iShares Short Duration High Yield Muni Active ETF worth $213K as of Q2 2026.
Triad Wealth Partners left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #533 holding.
Triad Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
Triad Wealth Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $222K in Q4 2024.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.