Cary Street Partners Investment Advisory’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-8,920	Closed	-$207K	–	803
2024 Q3	$207K	Hold	8,920	–	–	0.01%	726
2024 Q2	$202K	Buy	+8,920	New	+$200K	0.01%	715

Other funds holding SHYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's SHYM Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2024, closing a stake of 8,920 shares — an estimated $207K sold.

Cary Street Partners Investment Advisory first reported a position in SHYM in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 8,920 iShares Short Duration High Yield Muni Active ETF shares in Q4 2024, an estimated $207K.
Cary Street Partners Investment Advisory first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 2 quarters.
Cary Street Partners Investment Advisory's iShares Short Duration High Yield Muni Active ETF position peaked at $207K in Q3 2024.
90 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.