AF
SHYM

Advisornet Financial’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-1,883
Closed -$42.7K – 2389
2025
Q1 		$42.7K Hold
1,883
– – ﹤0.01% 983
2024
Q4 		$42.7K Hold
1,883
– – ﹤0.01% 928
2024
Q3 		$43.6K Hold
1,883
– – ﹤0.01% 943
2024
Q2 		$42.6K Hold
1,883
– – ﹤0.01% 870
2024
Q1 		$42.3K Hold
1,883
– – ﹤0.01% 858
2023
Q4 		$41.7K Hold
1,883
– – ﹤0.01% 856
2023
Q3 		$38.5K Hold
1,883
– – ﹤0.01% 863
2023
Q2 		$41K Hold
1,883
– – ﹤0.01% 874
2023
Q1 		$40.6K Hold
1,883
– – ﹤0.01% 850
2022
Q4 		$39.7K Buy
+1,883
New +$39.2K ﹤0.01% 855

Other funds holding SHYM

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KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return