VAMG
SHYM

Voisard Asset Management Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Voisard Asset Management Group’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 		– Sell
-10,450
Closed -$230K – 116
2026
Q1 		$230K Hold
10,450
– – 0.05% 91
2025
Q4 		$232K Buy
+10,450
New +$233K 0.05% 90

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Voisard Asset Management Group's SHYM Position: Q2 2026 in Review

Voisard Asset Management Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 10,450 shares — an estimated $230K sold.

Voisard Asset Management Group first reported a position in SHYM in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q4 2025. 18 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Voisard Asset Management Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Voisard Asset Management Group sold 10,450 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $230K.
  • Voisard Asset Management Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and held it in 2 quarters.
  • Voisard Asset Management Group's iShares Short Duration High Yield Muni Active ETF position peaked at $232K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.