AWM
SHYM

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

Apollon 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
2026
Q1 		$567K Sell
25,733
-3,000
-10% -$66.9K 0.01% 807
2025
Q4 		$638K Buy
28,733
+10,000
+53% +$223K 0.01% 741
2025
Q3 		$418K Buy
18,733
+2,000
+12% +$44.3K 0.01% 897
2025
Q2 		$373K Sell
16,733
-8,750
-34% -$194K 0.01% 930
2025
Q1 		$578K Buy
25,483
+7,999
+46% +$182K 0.01% 689
2024
Q4 		$396K Sell
17,484
-499
-3% -$11.4K 0.01% 839
2024
Q3 		$417K Buy
17,983
+3,750
+26% +$86.1K 0.01% 796
2024
Q2 		$322K Buy
+14,233
New +$318K 0.01% 829
2024
Q1 		– Sell
-17,000
Closed -$376K – 1170
2023
Q4 		$376K Buy
+17,000
New +$356K 0.01% 759

Other funds holding SHYM

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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return