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SHYMiShares Short Duration High Yield Muni Active ETF

Get incomeRanked #1,533 of 1,706 in this goal

Seeks to maximize tax-free current income and capital appreciation with a portfolio of high yield U.S. municipal bonds.

Annual Cost

—

Fund Size

—

Return (1Y)

+1.4%

Track Record

—

Performance

Total-return NAV · USD
Growth of $10,000
$10,147+1.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 18.2% of funddiversified

BlackRock Liquidity Funds
5.5%
Commonwealth of Puerto Rico
1.9%
City & County of Denver CO
1.8%
New York Transportation Development Corp
1.8%
California Municipal Finance Authority
1.3%
New York Transportation Development Corp
1.3%
City of Philadelphia PA Water & Wastewater Revenue
1.2%
Black Belt Energy Gas District
1.2%
Southeast Energy Authority A Cooperative District
1.1%
Port of Beaumont Navigation District
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.6%Low

Year-on-year price swings

Max drawdown
-22.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.26Below average
Sortino (3Y)
0.35Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to maximize tax-free current income and capital appreciation with a portfolio of high yield U.S. municipal bonds.
Strategy
Invests primarily in high yield and other income-generating U.S. municipal bonds, targeting at least 80% of assets in these securities. Focuses on medium- to low-quality bonds to maximize tax-free current income.

Next steps

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Data updated on 2026-09-18