Vision Retirement’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
12,906
+94
+0.7% +$2.09K 0.07% 116
2026
Q1
$282K Sell
12,812
-5,446
-30% -$122K 0.08% 106
2025
Q4
$406K Buy
+18,258
New +$407K 0.11% 96

Other funds holding SHYM

Vision Retirement's SHYM Position: Q2 2026 in Review

Vision Retirement increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.73% in Q2 2026, buying an estimated $2.09K and bringing the position to 12,906 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #116.

Vision Retirement first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Vision Retirement held 12,906 shares of iShares Short Duration High Yield Muni Active ETF worth $290K as of Q2 2026.
  • Vision Retirement bought 94 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $2.09K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #116 holding.
  • Vision Retirement first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Short Duration High Yield Muni Active ETF position peaked at $406K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.