WCG Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
OWM
QWP
DWM
TC
WCG Wealth Advisors's SHYM Position: Q2 2026 in Review
WCG Wealth Advisors reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 16% in Q2 2026, selling an estimated $306K and leaving 69,927 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #337.
WCG Wealth Advisors first reported a position in SHYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q4 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.
- WCG Wealth Advisors held 69,927 shares of iShares Short Duration High Yield Muni Active ETF worth $1.57M as of Q2 2026.
- WCG Wealth Advisors sold 13,791 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $306K.
- iShares Short Duration High Yield Muni Active ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #337 holding.
- WCG Wealth Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
- WCG Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $1.86M in Q4 2025.
- 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.
Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.