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Trust Company’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Trust Company’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 		$6.69M Buy
312,781
+25,824
+9% +$569K 0.58% 28
2026
Q2 		$6.44M Sell
286,957
-5,007
-2% -$111K 0.58% 28
2026
Q1 		$6.43M Buy
291,964
+9,477
+3% +$211K 0.6% 26
2025
Q4 		$6.28M Buy
282,487
+20,353
+8% +$453K 0.59% 28
2025
Q3 		$5.86M Buy
262,134
+55,327
+27% +$1.23M 0.6% 26
2025
Q2 		$4.61M Sell
206,807
-39,328
-16% -$872K 0.52% 29
2025
Q1 		$5.58M Buy
246,135
+15,555
+7% +$355K 0.66% 26
2024
Q4 		$5.22M Sell
230,580
-70,322
-23% -$1.61M 0.6% 28
2024
Q3 		$6.97M Buy
300,902
+8,053
+3% +$185K 0.84% 22
2024
Q2 		$6.63M Buy
292,849
+3,430
+1% +$76.7K 0.86% 21
2024
Q1 		$6.5M Buy
289,419
+7,148
+3% +$158K 0.85% 21
2023
Q4 		$6.24M Buy
282,271
+2,558
+0.9% +$53.6K 0.8% 21
2023
Q3 		$5.72M Sell
279,713
-4,463
-2% -$95K 0.92% 18
2023
Q2 		$6.19M Buy
284,176
+15,686
+6% +$339K 0.92% 17
2023
Q1 		$5.79M Buy
+268,490
New +$5.8M 0.88% 18

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
PP
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Trust Company's SHYM Position: Q3 2026 in Review

Trust Company increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 9% in Q3 2026, buying an estimated $569K and bringing the position to 312,781 shares worth $6.69M. The position accounts for 0.58% of the portfolio, ranked #28.

Trust Company first reported a position in SHYM in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.97M in Q3 2024. 12 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

  • Trust Company held 312,781 shares of iShares Short Duration High Yield Muni Active ETF worth $6.69M as of Q3 2026.
  • Trust Company bought 25,824 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $569K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.58% of Trust Company's portfolio in Q3 2026, its #28 holding.
  • Trust Company first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2023 and has held it in 15 quarters since.
  • Trust Company's iShares Short Duration High Yield Muni Active ETF position peaked at $6.97M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.