VF
SHYM

Vawter Financial’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Vawter Financial’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 		$309K Hold
13,756
– – 0.12% 97
2026
Q1 		$303K Sell
13,756
-1,494
-10% -$33.3K 0.13% 88
2025
Q4 		$339K Hold
15,250
– – 0.14% 87
2025
Q3 		$341K Buy
+15,250
New +$338K 0.15% 86

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

Vawter Financial's SHYM Position: Q2 2026 in Review

Vawter Financial held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 13,756 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #97.

Vawter Financial first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Vawter Financial held 13,756 shares of iShares Short Duration High Yield Muni Active ETF worth $309K as of Q2 2026.
  • Vawter Financial 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 0.12% of Vawter Financial's portfolio in Q2 2026, its #97 holding.
  • Vawter Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Vawter Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $341K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.