GCA
SHYM

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

Gradient Capital Advisors’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
Q3 		– Sell
-34,635
Closed -$773K – 171
2025
Q2 		$773K Buy
+34,635
New +$768K 0.23% 78

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gradient Capital Advisors's SHYM Position: Q3 2025 in Review

Gradient Capital Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2025, closing a stake of 34,635 shares — an estimated $773K sold.

Gradient Capital Advisors first reported a position in SHYM in Q2 2025 and held it in 1 quarter. The position peaked at $773K in Q2 2025. 117 funds tracked by Wall St. Rank hold SHYM as of Q3 2025.

  • Gradient Capital Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • Gradient Capital Advisors sold 34,635 iShares Short Duration High Yield Muni Active ETF shares in Q3 2025, an estimated $773K.
  • Gradient Capital Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and held it in 1 quarter.
  • Gradient Capital Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $773K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2025.

Based on Gradient Capital Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.