B. Riley Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-20,577	Closed	-$448K	–	1643
2023 Q2	$448K	Buy	+20,577	New	+$444K	0.01%	907

Other funds holding SHYM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return