AWS
SHYM

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

Atria Wealth Solutions’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 		$533K Buy
23,872
+1,530
+7% +$33.9K 0.01% 889
2025
Q1 		$506K Buy
22,342
+760
+4% +$17.3K 0.01% 1196
2024
Q4 		$489K Buy
+21,582
New +$495K 0.01% 1292

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 22.96% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
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

Atria Wealth Solutions's SHYM Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 6.8% in Q2 2025, buying an estimated $33.9K and bringing the position to 23,872 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #889.

Atria Wealth Solutions first reported a position in SHYM in Q4 2024 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

  • Atria Wealth Solutions held 23,872 shares of iShares Short Duration High Yield Muni Active ETF worth $533K as of Q2 2025.
  • Atria Wealth Solutions bought 1,530 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $33.9K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #889 holding.
  • Atria Wealth Solutions first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.