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Great Valley Advisor Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-9,520
Closed -$216K – 952
2025
Q1 		$216K Buy
+9,520
New +$217K ﹤0.01% 814

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Great Valley Advisor Group's SHYM Position: Q2 2025 in Review

Great Valley Advisor Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 9,520 shares — an estimated $216K sold.

Great Valley Advisor Group first reported a position in SHYM in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

  • Great Valley Advisor Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 9,520 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $216K.
  • Great Valley Advisor Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's iShares Short Duration High Yield Muni Active ETF position peaked at $216K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.