Concourse Financial Group Securities’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-4,510	Closed	-$103K	–	2229
2024 Q4	$103K	Buy	4,510 +4,299	+2,037%	+$98.6K	0.01%	935
2024 Q3	$4.89K	Buy	+211	New	+$4.85K	﹤0.01%	1866

Other funds holding SHYM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PWM

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 17.78% 1-Year Est. Return

Concourse Financial Group Securities's SHYM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 4,510 shares — an estimated $103K sold.

Concourse Financial Group Securities first reported a position in SHYM in Q3 2024 and held it in 2 quarters. The position peaked at $103K in Q4 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4,510 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $103K.
Concourse Financial Group Securities first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and held it in 2 quarters.
Concourse Financial Group Securities's iShares Short Duration High Yield Muni Active ETF position peaked at $103K in Q4 2024.
97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.