HW
SHYM

Hedeker Wealth’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Hedeker Wealth’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
2022
Q2 		– Sell
-35,372
Closed -$841K – 99
2022
Q1 		$841K Buy
35,372
+1,934
+6% +$48.4K 0.25% 76
2021
Q4 		$872K Buy
33,438
+2,242
+7% +$58.7K 0.25% 73
2021
Q3 		$824K Buy
+31,196
New +$835K 0.25% 74

Other funds holding SHYM

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HS
Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Hedeker Wealth's SHYM Position: Q2 2022 in Review

Hedeker Wealth sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2022, closing a stake of 35,372 shares — an estimated $841K sold.

Hedeker Wealth first reported a position in SHYM in Q3 2021 and held it in 3 quarters. The position peaked at $872K in Q4 2021. 15 funds tracked by Wall St. Rank hold SHYM as of Q2 2022.

  • Hedeker Wealth reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2022 after selling out during the quarter.
  • Hedeker Wealth sold 35,372 iShares Short Duration High Yield Muni Active ETF shares in Q2 2022, an estimated $841K.
  • Hedeker Wealth first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2021 and held it in 3 quarters.
  • Hedeker Wealth's iShares Short Duration High Yield Muni Active ETF position peaked at $872K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2022.

Based on Hedeker Wealth's 13F filing for Q2 2022, filed 28 Jul 2022.