WCG Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYM
DWM
QWP
TC
IWM
WCG Wealth Advisors's SHYM Position: Q1 2026 in Review
WCG Wealth Advisors increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0% in Q1 2026, buying an estimated $22 and bringing the position to 83,718 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #279.
WCG Wealth Advisors first reported a position in SHYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.
- WCG Wealth Advisors held 83,718 shares of iShares Short Duration High Yield Muni Active ETF worth $1.84M as of Q1 2026.
- WCG Wealth Advisors bought 1 iShares Short Duration High Yield Muni Active ETF share in Q1 2026, an estimated $22.
- iShares Short Duration High Yield Muni Active ETF made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #279 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 3 quarters since.
- WCG Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $1.86M in Q4 2025.
- 141 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.
Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.