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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $13.5B AUM 21.55% 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 $4.24B AUM 17.81% 1-Year Est. Return

Advisornet Financial's SHYM Position: Q2 2025 in Review

Advisornet Financial sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 1,883 shares — an estimated $42.7K sold.

Advisornet Financial first reported a position in SHYM in Q4 2022 and held it in 10 quarters. The position peaked at $43.6K in Q3 2024. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

Advisornet Financial reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 1,883 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $42.7K.
Advisornet Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and held it in 10 quarters.
Advisornet Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $43.6K in Q3 2024.
105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.