GRP
SHYM

Global Retirement Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Global Retirement Partners’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
Q4 		$19.1K Buy
858
+35
+4% +$779 ﹤0.01% 2887
2025
Q3 		$18.4K Sell
823
-523
-39% -$11.6K ﹤0.01% 2446
2025
Q2 		$30K Buy
+1,346
New +$29.8K ﹤0.01% 2060
2024
Q4 		$11.9K Buy
+525
New +$12K ﹤0.01% 2329

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
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's SHYM Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 4.3% in Q4 2025, buying an estimated $779 and bringing the position to 858 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Global Retirement Partners first reported a position in SHYM in Q4 2024 and has held it in 4 quarters since. The position peaked at $30K in Q2 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Global Retirement Partners held 858 shares of iShares Short Duration High Yield Muni Active ETF worth $19.1K as of Q4 2025.
  • Global Retirement Partners bought 35 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $779.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2887 holding.
  • Global Retirement Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $30K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.