WIP
SHYM

WealthCare Investment Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

WealthCare Investment Partners’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
Q1 		$263K Sell
11,932
-4,517
-27% -$101K 0.07% 163
2025
Q4 		$366K Buy
16,449
+5,523
+51% +$123K 0.11% 137
2025
Q3 		$243K Buy
10,926
+912
+9% +$20.2K 0.08% 155
2025
Q2 		$222K Buy
10,014
+71
+0.7% +$1.57K 0.08% 148
2025
Q1 		$218K Buy
9,943
+1,068
+12% +$24.4K 0.09% 138
2024
Q4 		$202K Buy
8,875
+74
+0.8% +$1.7K 0.09% 144
2024
Q3 		$203K Buy
+8,801
New +$202K 0.09% 139

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

WealthCare Investment Partners's SHYM Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 27% in Q1 2026, selling an estimated $101K and leaving 11,932 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #163.

WealthCare Investment Partners first reported a position in SHYM in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 141 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • WealthCare Investment Partners held 11,932 shares of iShares Short Duration High Yield Muni Active ETF worth $263K as of Q1 2026.
  • WealthCare Investment Partners sold 4,517 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $101K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q1 2026, its #163 holding.
  • WealthCare Investment 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 Investment Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $366K 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 WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.