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Dogwood Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Dogwood Wealth 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
2024
Q1 		– Sell
-149
Closed -$3.3K – 627
2023
Q4 		$3.3K Buy
+149
New +$3.12K ﹤0.01% 187

Other funds holding SHYM

TC
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FFP
FourThought Financial Partners Venice, Florida $1.3B AUM 31.72% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dogwood Wealth Management's SHYM Position: Q1 2024 in Review

Dogwood Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2024, closing a stake of 149 shares — an estimated $3.3K sold.

Dogwood Wealth Management first reported a position in SHYM in Q4 2023 and held it in 1 quarter. The position peaked at $3.3K in Q4 2023. 40 funds tracked by Wall St. Rank hold SHYM as of Q1 2024.

  • Dogwood Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 149 iShares Short Duration High Yield Muni Active ETF shares in Q1 2024, an estimated $3.3K.
  • Dogwood Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 1 quarter.
  • Dogwood Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $3.3K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2024.

Based on Dogwood Wealth Management's 13F filing for Q1 2024, filed 28 Feb 2025.