1WM
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1900 Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

1900 Wealth Management’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
2024
Q1 		– Sell
-38,300
Closed -$847K – 295
2023
Q4 		$847K Buy
+38,300
New +$802K 0.08% 151

Other funds holding SHYM

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FFP
FourThought Financial Partners Venice, Florida $1.3B AUM 31.72% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1900 Wealth Management's SHYM Position: Q1 2024 in Review

1900 Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2024, closing a stake of 38,300 shares — an estimated $847K sold.

1900 Wealth Management first reported a position in SHYM in Q4 2023 and held it in 1 quarter. The position peaked at $847K in Q4 2023. 40 funds tracked by Wall St. Rank hold SHYM as of Q1 2024.

  • 1900 Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 38,300 iShares Short Duration High Yield Muni Active ETF shares in Q1 2024, an estimated $847K.
  • 1900 Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 1 quarter.
  • 1900 Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $847K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.