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

Truist 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	$2.36M	Buy	105,171 +11,422	+12%	+$254K	﹤0.01%	1291
2026 Q1	$2.06M	Buy	93,749 +27,240	+41%	+$608K	﹤0.01%	1304
2025 Q4	$1.48M	Sell	66,509 -47,272	-42%	-$1.05M	﹤0.01%	1474
2025 Q3	$2.54M	Sell	113,781 -9,720	-8%	-$215K	﹤0.01%	1213
2025 Q2	$2.76M	Sell	123,501 -14,655	-11%	-$325K	﹤0.01%	1130
2025 Q1	$3.13M	Sell	138,156 -2,694	-2%	-$61.5K	0.01%	1018
2024 Q4	$3.19M	Sell	140,850 -127,075	-47%	-$2.91M	0.01%	1024
2024 Q3	$6.21M	Buy	267,925 +37,420	+16%	+$859K	0.01%	748
2024 Q2	$5.22M	Sell	230,505 -6,010	-3%	-$134K	0.01%	841
2024 Q1	$5.31M	Buy	236,515 +44,652	+23%	+$988K	0.01%	860
2023 Q4	$4.24M	Sell	191,863 -23,201	-11%	-$486K	0.01%	931
2023 Q3	$4.4M	Buy	215,064 +49,766	+30%	+$1.06M	0.01%	882
2023 Q2	$3.6M	Buy	165,298 +9,436	+6%	+$204K	0.01%	980
2023 Q1	$3.36M	Sell	155,862 -17,109	-10%	-$370K	0.01%	994
2022 Q4	$3.65M	Buy	172,971 +2,913	+2%	+$60.6K	0.01%	934
2022 Q3	$3.49M	Buy	170,058 +22,939	+16%	+$506K	0.01%	929
2022 Q2	$3.19M	Buy	147,119 +33,137	+29%	+$741K	0.01%	976
2022 Q1	$2.71M	Buy	113,982 +15,952	+16%	+$399K	﹤0.01%	1159
2021 Q4	$2.56M	Buy	98,030 +26,964	+38%	+$706K	﹤0.01%	1168
2021 Q3	$1.88M	Buy	+71,066	New	+$1.9M	﹤0.01%	1309

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

Truist Financial's SHYM Position: Q2 2026 in Review

Truist Financial increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 12% in Q2 2026, buying an estimated $254K and bringing the position to 105,171 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Truist Financial first reported a position in SHYM in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.21M in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Truist Financial held 105,171 shares of iShares Short Duration High Yield Muni Active ETF worth $2.36M as of Q2 2026.
Truist Financial bought 11,422 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $254K.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1291 holding.
Truist Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2021 and has held it in 20 quarters since.
Truist Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $6.21M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.