Veracity Capital’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Veracity Capital’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 Q3	$423K	Hold	19,801	–	–	0.11%	148
2026 Q2	$445K	Hold	19,801	–	–	0.12%	149
2026 Q1	$436K	Hold	19,801	–	–	0.16%	138
2025 Q4	$440K	Hold	19,801	–	–	0.13%	156
2025 Q3	$442K	Hold	19,801	–	–	0.14%	152
2025 Q2	$442K	Buy	19,801 +1	+0%	+$22	0.15%	141
2025 Q1	$449K	Hold	19,800	–	–	0.17%	132
2024 Q4	$449K	Hold	19,800	–	–	0.16%	132
2024 Q3	$459K	Hold	19,800	–	–	0.17%	125
2024 Q2	$448K	Hold	19,800	–	–	0.19%	116
2024 Q1	$445K	Hold	19,800	–	–	0.17%	131
2023 Q4	$438K	Buy	+19,800	New	+$415K	0.18%	116

Other funds holding SHYM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

Veracity Capital's SHYM Position: Q3 2026 in Review

Veracity Capital held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 19,801 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #148.

Veracity Capital first reported a position in SHYM in Q4 2023 and has held it in 12 quarters since. The position peaked at $459K in Q3 2024. 39 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Veracity Capital held 19,801 shares of iShares Short Duration High Yield Muni Active ETF worth $423K as of Q3 2026.
Veracity Capital left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up 0.11% of Veracity Capital's portfolio in Q3 2026, its #148 holding.
Veracity Capital first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and has held it in 12 quarters since.
Veracity Capital's iShares Short Duration High Yield Muni Active ETF position peaked at $459K in Q3 2024.
39 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.