UBS AM
SHYM

UBS AM’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

UBS AM’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 		$23.6K Hold
1,050
– – ﹤0.01% 3096
2026
Q1 		$23.1K Buy
+1,050
New +$23.4K ﹤0.01% 3114

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

UBS AM's SHYM Position: Q2 2026 in Review

UBS AM held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 1,050 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

UBS AM first reported a position in SHYM in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • UBS AM held 1,050 shares of iShares Short Duration High Yield Muni Active ETF worth $23.6K as of Q2 2026.
  • UBS AM 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 UBS AM's portfolio in Q2 2026, its #3096 holding.
  • UBS AM first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.