TFGT
SHYM

TS Financial Group (TSFG)’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

TS Financial Group (TSFG)’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 		$62K Hold
2,750
– – 0.01% 337
2026
Q1 		$61K Hold
2,750
– – 0.01% 320
2025
Q4 		$61K Buy
2,750
+500
+22% +$11.1K 0.01% 310
2025
Q3 		$50K Hold
2,250
– – 0.01% 341
2025
Q2 		$50K Buy
+2,250
New +$49.9K 0.01% 331
2024
Q4 		– Sell
-20,000
Closed -$464K – 840
2024
Q3 		$464K Buy
+20,000
New +$459K 0.1% 103

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

TS Financial Group (TSFG)'s SHYM Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 2,750 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #337.

TS Financial Group (TSFG) first reported a position in SHYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $464K in Q3 2024. 56 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • TS Financial Group (TSFG) held 2,750 shares of iShares Short Duration High Yield Muni Active ETF worth $62K as of Q2 2026.
  • TS Financial Group (TSFG) left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #337 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 6 quarters since.
  • TS Financial Group (TSFG)'s iShares Short Duration High Yield Muni Active ETF position peaked at $464K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.