AI
SHYM

Atria Investments’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Atria Investments’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 		– Sell
-10,563
Closed -$235K – 2181
2025
Q4 		$235K Hold
10,563
– – ﹤0.01% 1890
2025
Q3 		$236K Sell
10,563
-52,971
-83% -$1.17M ﹤0.01% 1856
2025
Q2 		$1.42M Sell
63,534
-123,135
-66% -$2.73M 0.02% 877
2025
Q1 		$4.23M Buy
186,669
+68,599
+58% +$1.57M 0.05% 421
2024
Q4 		$2.68M Buy
118,070
+7,702
+7% +$177K 0.03% 569
2024
Q3 		$2.56M Buy
110,368
+3,410
+3% +$78.3K 0.03% 587
2024
Q2 		$2.42M Buy
106,958
+3,112
+3% +$69.6K 0.03% 578
2024
Q1 		$2.33M Sell
103,846
-2,255
-2% -$49.9K 0.03% 593
2023
Q4 		$2.35M Buy
106,101
+50,560
+91% +$1.06M 0.04% 537
2023
Q3 		$1.14M Buy
55,541
+716
+1% +$15.2K 0.02% 788
2023
Q2 		$1.19M Buy
+54,825
New +$1.18M 0.02% 765

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $4.25B AUM 21.02% 1-Year Est. Return