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 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 $5.27B 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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Trust Company's SHYM Position: Q2 2026 in Review

Trust Company reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 1.7% in Q2 2026, selling an estimated $111K and leaving 286,957 shares worth $6.44M. 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 14 quarters since. The position peaked at $6.97M in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

Trust Company held 286,957 shares of iShares Short Duration High Yield Muni Active ETF worth $6.44M as of Q2 2026.
Trust Company sold 5,007 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $111K.
iShares Short Duration High Yield Muni Active ETF made up 0.58% of Trust Company's portfolio in Q2 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 14 quarters since.
Trust Company's iShares Short Duration High Yield Muni Active ETF position peaked at $6.97M 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 Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.