WOSD
SHYM

WFA of San Diego’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

WFA of San Diego’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 		– Sell
-400
Closed -$8.81K – 397
2026
Q1 		$8.81K Buy
400
+20
+5% +$446 0.01% 306
2025
Q4 		$8.44K Buy
380
+35
+10% +$779 0.01% 324
2025
Q3 		$7.71K Buy
345
+45
+15% +$997 0.01% 338
2025
Q2 		$6.69K Buy
+300
New +$6.65K ﹤0.01% 346

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 $103B AUM 28.65% 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

WFA of San Diego's SHYM Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2026, closing a stake of 400 shares — an estimated $8.81K sold.

WFA of San Diego first reported a position in SHYM in Q2 2025 and held it in 4 quarters. The position peaked at $8.81K in Q1 2026. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • WFA of San Diego reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 400 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $8.81K.
  • WFA of San Diego first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and held it in 4 quarters.
  • WFA of San Diego's iShares Short Duration High Yield Muni Active ETF position peaked at $8.81K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.