Wealthcare Advisory Partners’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
$271K Buy
12,081
+619
+5% +$13.8K 0.01% 919
2026
Q1
$252K Buy
11,462
+2,400
+26% +$53.5K ﹤0.01% 942
2025
Q4
$201K Sell
9,062
-8,098
-47% -$180K ﹤0.01% 1021
2025
Q3
$383K Sell
17,160
-1,484
-8% -$32.9K 0.01% 753
2025
Q2
$416K Sell
18,644
-147
-0.8% -$3.26K 0.01% 691
2025
Q1
$426K Buy
+18,791
New +$429K 0.01% 626
2024
Q4
Sell
-15,724
Closed -$364K 939
2024
Q3
$364K Buy
+15,724
New +$361K 0.01% 656

Other funds holding SHYM

Wealthcare Advisory Partners's SHYM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 5.4% in Q2 2026, buying an estimated $13.8K and bringing the position to 12,081 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #919.

Wealthcare Advisory Partners first reported a position in SHYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $426K in Q1 2025. 41 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Wealthcare Advisory Partners held 12,081 shares of iShares Short Duration High Yield Muni Active ETF worth $271K as of Q2 2026.
  • Wealthcare Advisory Partners bought 619 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #919 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealthcare Advisory Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $426K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.