Truist Financial
SHYM

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Truist Financial's SHYM Position: Q1 2026 in Review

Truist Financial increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 41% in Q1 2026, buying an estimated $608K and bringing the position to 93,749 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Truist Financial first reported a position in SHYM in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.21M in Q3 2024. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Truist Financial held 93,749 shares of iShares Short Duration High Yield Muni Active ETF worth $2.06M as of Q1 2026.
  • Truist Financial bought 27,240 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $608K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1304 holding.
  • Truist Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2021 and has held it in 19 quarters since.
  • Truist Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $6.21M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.