Vertex Planning Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Vertex Planning Partners's SHYM Position: Q1 2026 in Review

Vertex Planning Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 438% in Q1 2026, buying an estimated $2.12M and bringing the position to 116,843 shares worth $2.57M. The position accounts for 0.5% of the portfolio, ranked #39.

Vertex Planning Partners first reported a position in SHYM in Q2 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

• Vertex Planning Partners held 116,843 shares of iShares Short Duration High Yield Muni Active ETF worth $2.57M as of Q1 2026.
• Vertex Planning Partners bought 95,144 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $2.12M.
• iShares Short Duration High Yield Muni Active ETF made up 0.5% of Vertex Planning Partners's portfolio in Q1 2026, its #39 holding.
• Vertex Planning Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and has held it in 8 quarters since.
• 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.