CA
SHYM

Claro Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Claro 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
2025
Q4 		– Sell
-11,719
Closed -$262K – 445
2025
Q3 		$262K Buy
+11,719
New +$260K 0.04% 339

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Claro Advisors's SHYM Position: Q4 2025 in Review

Claro Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 11,719 shares — an estimated $262K sold.

Claro Advisors first reported a position in SHYM in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Claro Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Claro Advisors sold 11,719 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $262K.
  • Claro Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • Claro Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $262K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.