GC
SHYM

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

GFG Capital’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
-282,683
Closed -$6.25M – 148
2023
Q4 		$6.25M Buy
+282,683
New +$5.92M 1.67% 17

Other funds holding SHYM

TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return
FFP
FourThought Financial Partners Venice, Florida $1.16B AUM 24.95% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GFG Capital's SHYM Position: Q1 2024 in Review

GFG Capital sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2024, closing a stake of 282,683 shares — an estimated $6.25M sold.

GFG Capital first reported a position in SHYM in Q4 2023 and held it in 1 quarter. The position peaked at $6.25M in Q4 2023. 40 funds tracked by Wall St. Rank hold SHYM as of Q1 2024.

  • GFG Capital reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2024 after selling out during the quarter.
  • GFG Capital sold 282,683 iShares Short Duration High Yield Muni Active ETF shares in Q1 2024, an estimated $6.25M.
  • GFG Capital first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 1 quarter.
  • GFG Capital's iShares Short Duration High Yield Muni Active ETF position peaked at $6.25M 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 GFG Capital's 13F filing for Q1 2024, filed 15 May 2024.