AP
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Americana Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Americana Partners’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
Q3 		– Sell
-22,653
Closed -$513K – 385
2024
Q2 		$513K Buy
+22,653
New +$507K 0.04% 227

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Americana Partners's SHYM Position: Q3 2024 in Review

Americana Partners sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2024, closing a stake of 22,653 shares — an estimated $513K sold.

Americana Partners first reported a position in SHYM in Q2 2024 and held it in 1 quarter. The position peaked at $513K in Q2 2024. 77 funds tracked by Wall St. Rank hold SHYM as of Q3 2024.

  • Americana Partners reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2024 after selling out during the quarter.
  • Americana Partners sold 22,653 iShares Short Duration High Yield Muni Active ETF shares in Q3 2024, an estimated $513K.
  • Americana Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 1 quarter.
  • Americana Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $513K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2024.

Based on Americana Partners's 13F filing for Q3 2024, filed 28 Oct 2024.