WAG
SHYM

Wilkerson Advisory Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Wilkerson Advisory Group’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 		$13.5K Hold
600
– – ﹤0.01% 387
2026
Q1 		$13.2K Hold
600
– – ﹤0.01% 356
2025
Q4 		$13.3K Buy
+600
New +$13.4K ﹤0.01% 289

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 22.9% 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 $1.15B AUM 7.83% 1-Year Est. Return

Wilkerson Advisory Group's SHYM Position: Q2 2026 in Review

Wilkerson Advisory Group held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q2 2026 at 600 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Wilkerson Advisory Group first reported a position in SHYM in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Wilkerson Advisory Group held 600 shares of iShares Short Duration High Yield Muni Active ETF worth $13.5K as of Q2 2026.
  • Wilkerson Advisory Group left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #387 holding.
  • Wilkerson Advisory Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.