CHA
SHYM

Carmichael Hill & Associates’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Carmichael Hill & Associates’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
2022
Q4 		– Sell
-2,577
Closed -$53K – 858
2022
Q3 		$53K Buy
+2,577
New +$56.8K 0.03% 321

Other funds holding SHYM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return

Carmichael Hill & Associates's SHYM Position: Q4 2022 in Review

Carmichael Hill & Associates sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2022, closing a stake of 2,577 shares — an estimated $53K sold.

Carmichael Hill & Associates first reported a position in SHYM in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 23 funds tracked by Wall St. Rank hold SHYM as of Q4 2022.

  • Carmichael Hill & Associates reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,577 iShares Short Duration High Yield Muni Active ETF shares in Q4 2022, an estimated $53K.
  • Carmichael Hill & Associates first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2022 and held it in 1 quarter.
  • Carmichael Hill & Associates's iShares Short Duration High Yield Muni Active ETF position peaked at $53K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2022.

Based on Carmichael Hill & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.