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 Q3	$611K	Buy	28,507 +180	+0.6%	+$3.96K	0.21%	28
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Weitzel Financial Services's SHYM Position: Q3 2026 in Review

Weitzel Financial Services increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 0.64% in Q3 2026, buying an estimated $3.96K and bringing the position to 28,507 shares worth $611K. The position accounts for 0.21% of the portfolio, ranked #28.

Weitzel Financial Services first reported a position in SHYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $634K in Q2 2026. 21 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

Weitzel Financial Services held 28,507 shares of iShares Short Duration High Yield Muni Active ETF worth $611K as of Q3 2026.
Weitzel Financial Services bought 180 iShares Short Duration High Yield Muni Active ETF shares in Q3 2026, an estimated $3.96K.
iShares Short Duration High Yield Muni Active ETF made up 0.21% of Weitzel Financial Services's portfolio in Q3 2026, its #28 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 6 quarters since.
Weitzel Financial Services's iShares Short Duration High Yield Muni Active ETF position peaked at $634K in Q2 2026.
21 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.