BOLTON SECURITIES CORPORATION’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

BOLTON SECURITIES CORPORATION’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	$110K	Hold	5,142	–	–	﹤0.01%	1098
2026 Q2	$115K	Hold	5,142	–	–	﹤0.01%	1071
2026 Q1	$113K	Buy	+5,142	New	+$115K	0.01%	982

Other funds holding SHYM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heritage Investment Group Pompano Beach, Florida $732M AUM 12.6% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHYM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2026 at 5,142 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

BOLTON SECURITIES CORPORATION first reported a position in SHYM in Q1 2026 and has held it in 3 quarters since. The position peaked at $115K in Q2 2026. 113 funds tracked by Wall St. Rank hold SHYM as of Q3 2026.

BOLTON SECURITIES CORPORATION held 5,142 shares of iShares Short Duration High Yield Muni Active ETF worth $110K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1098 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2026 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's iShares Short Duration High Yield Muni Active ETF position peaked at $115K in Q2 2026.
113 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.