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 $18.9B AUM 18.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $38.8B AUM 21.88% 1-Year Est. Return
HS
Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return