WFS
SHYM

Weitzel Financial Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Weitzel Financial Services’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
Q2 		$634K Buy
28,327
+11,601
+69% +$258K 0.22% 29
2026
Q1 		$368K Buy
16,726
+420
+3% +$9.37K 0.14% 36
2025
Q4 		$363K Buy
16,306
+6,836
+72% +$152K 0.14% 37
2025
Q3 		$210K Hold
9,470
– – 0.09% 47
2025
Q2 		$209K Buy
+9,470
New +$210K 0.09% 47

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Weitzel Financial Services's SHYM Position: Q2 2026 in Review

Weitzel Financial Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 69% in Q2 2026, buying an estimated $258K and bringing the position to 28,327 shares worth $634K. The position accounts for 0.22% of the portfolio, ranked #29.

Weitzel Financial Services first reported a position in SHYM in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Weitzel Financial Services held 28,327 shares of iShares Short Duration High Yield Muni Active ETF worth $634K as of Q2 2026.
  • Weitzel Financial Services bought 11,601 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $258K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.22% of Weitzel Financial Services's portfolio in Q2 2026, its #29 holding.
  • Weitzel Financial Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.