HI
SHYM

Harbour Investments’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Harbour Investments’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
2026
Q1 		$587K Sell
26,662
-4,857
-15% -$108K 0.01% 983
2025
Q4 		$700K Buy
31,519
+14,418
+84% +$321K 0.01% 728
2025
Q3 		$382K Buy
17,101
+14,685
+608% +$325K 0.01% 926
2025
Q2 		$53.9K Hold
2,416
– – ﹤0.01% 1781
2025
Q1 		$54.8K Hold
2,416
– – ﹤0.01% 1716
2024
Q4 		$54.7K Hold
2,416
– – ﹤0.01% 1659
2024
Q3 		$56K Hold
2,416
– – ﹤0.01% 1600
2024
Q2 		$54.7K Hold
2,416
– – ﹤0.01% 1518
2024
Q1 		$54.2K Hold
2,416
– – ﹤0.01% 1485
2023
Q4 		$53.4K Hold
2,416
– – ﹤0.01% 1433
2023
Q3 		$49.4K Hold
2,416
– – ﹤0.01% 1356
2023
Q2 		$52.6K Hold
2,416
– – ﹤0.01% 1345
2023
Q1 		$52.1K Buy
2,416
+1,000
+71% +$21.6K ﹤0.01% 1342
2022
Q4 		$29.9K Sell
1,416
-2,645
-65% -$55.1K ﹤0.01% 1508
2022
Q3 		$88K Hold
4,061
– – 0.01% 1034
2022
Q2 		$88K Buy
+4,061
New +$90.8K 0.01% 1034

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return