DT
SHYM

Diversified Trust’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Diversified Trust’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
2026
Q1 		$220K Hold
10,000
– – ﹤0.01% 948
2025
Q4 		$222K Hold
10,000
– – ﹤0.01% 942
2025
Q3 		$223K Hold
10,000
– – ﹤0.01% 894
2025
Q2 		$223K Hold
10,000
– – 0.01% 841
2025
Q1 		$227K Hold
10,000
– – 0.01% 818
2024
Q4 		$227K Hold
10,000
– – 0.01% 821
2024
Q3 		$232K Hold
10,000
– – 0.01% 803
2024
Q2 		$226K Hold
10,000
– – 0.01% 758
2024
Q1 		$225K Buy
+10,000
New +$221K 0.01% 728

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return