Bank of Montreal
SHYM

Bank of Montreal’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-42,000
Closed -$1.08M – 4349
2023
Q3 		$1.08M Buy
+42,000
New +$894K ﹤0.01% 2007

Other funds holding SHYM

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of Montreal's SHYM Position: Q4 2023 in Review

Bank of Montreal sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2023, closing a stake of 42,000 shares — an estimated $1.08M sold.

Bank of Montreal first reported a position in SHYM in Q3 2023 and held it in 1 quarter. The position peaked at $1.08M in Q3 2023. 35 funds tracked by Wall St. Rank hold SHYM as of Q4 2023.

  • Bank of Montreal reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 42,000 iShares Short Duration High Yield Muni Active ETF shares in Q4 2023, an estimated $1.08M.
  • Bank of Montreal first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's iShares Short Duration High Yield Muni Active ETF position peaked at $1.08M in Q3 2023.
  • 35 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.