Condor Capital Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Condor Capital Management’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 Q1	–	Sell	-139,281	Closed	-$2.94M	–	243
2022 Q4	$2.94M	Sell	139,281 -132,284	-49%	-$2.75M	0.37%	65
2022 Q3	$5.57M	Buy	+271,565	New	+$5.99M	0.72%	34

Other funds holding SHYM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return

PFWA

Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Condor Capital Management's SHYM Position: Q1 2023 in Review

Condor Capital Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2023, closing a stake of 139,281 shares — an estimated $2.94M sold.

Condor Capital Management first reported a position in SHYM in Q3 2022 and held it in 2 quarters. The position peaked at $5.57M in Q3 2022. 21 funds tracked by Wall St. Rank hold SHYM as of Q1 2023.

Condor Capital Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2023 after selling out during the quarter.
Condor Capital Management sold 139,281 iShares Short Duration High Yield Muni Active ETF shares in Q1 2023, an estimated $2.94M.
Condor Capital Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2022 and held it in 2 quarters.
Condor Capital Management's iShares Short Duration High Yield Muni Active ETF position peaked at $5.57M in Q3 2022.
21 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2023.

Based on Condor Capital Management's 13F filing for Q1 2023, filed 10 May 2023.