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 Q3	–	Sell	-9,668	Closed	-$213K	–	610
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%	-$3.28K	0.07%	195
2024 Q4	$222K	Buy	+9,812	New	+$225K	0.08%	165

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

Triad Wealth Partners's SHYM Position: Q3 2026 in Review

Triad Wealth Partners sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2026, closing a stake of 9,668 shares — an estimated $213K sold.

Triad Wealth Partners first reported a position in SHYM in Q4 2024 and held it in 7 quarters. The position peaked at $222K in Q4 2024. 116 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Triad Wealth Partners reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2026 after selling out during the quarter.
Triad Wealth Partners sold 9,668 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $213K.
Triad Wealth Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 7 quarters.
Triad Wealth Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $222K in Q4 2024.
116 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.