UCFA
SHYM

United Capital Financial Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

United Capital Financial Advisors’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 		$2.16M Buy
96,618
+85,356
+758% +$1.9M 0.01% 562
2026
Q1 		$248K Buy
+11,262
New +$251K ﹤0.01% 1456

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 $103B AUM 28.65% 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

United Capital Financial Advisors's SHYM Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 758% in Q2 2026, buying an estimated $1.9M and bringing the position to 96,618 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #562.

United Capital Financial Advisors 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.

  • United Capital Financial Advisors held 96,618 shares of iShares Short Duration High Yield Muni Active ETF worth $2.16M as of Q2 2026.
  • United Capital Financial Advisors bought 85,356 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $1.9M.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #562 holding.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.