BRWA
SHYM

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

TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

B. Riley Wealth Advisors's SHYM Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2023, closing a stake of 20,577 shares — an estimated $448K sold.

B. Riley Wealth Advisors first reported a position in SHYM in Q2 2023 and held it in 1 quarter. The position peaked at $448K in Q2 2023. 26 funds tracked by Wall St. Rank hold SHYM as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,577 iShares Short Duration High Yield Muni Active ETF shares in Q3 2023, an estimated $448K.
  • B. Riley Wealth Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $448K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.