Wealth Enhancement Advisory Services’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
$924K Buy
41,342
+25,097
+154% +$558K ﹤0.01% 2132
2026
Q1
$358K Sell
16,245
-58,293
-78% -$1.3M ﹤0.01% 2613
2025
Q4
$1.66M Sell
74,538
-10,418
-12% -$232K ﹤0.01% 1620
2025
Q3
$1.89M Buy
84,956
+71,191
+517% +$1.58M ﹤0.01% 1476
2025
Q2
$306K Sell
13,765
-6,198
-31% -$137K ﹤0.01% 2625
2025
Q1
$453K Sell
19,963
-382
-2% -$8.71K ﹤0.01% 2136
2024
Q4
$461K Buy
+20,345
New +$467K ﹤0.01% 2047

Other funds holding SHYM

Wealth Enhancement Advisory Services's SHYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 154% in Q2 2026, buying an estimated $558K and bringing the position to 41,342 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Wealth Enhancement Advisory Services first reported a position in SHYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q3 2025. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 41,342 shares of iShares Short Duration High Yield Muni Active ETF worth $924K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 25,097 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $558K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2132 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's iShares Short Duration High Yield Muni Active ETF position peaked at $1.89M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.