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SHYM
HighTower Advisors’s
iShares Short Duration High Yield Muni Active ETF
SHYM
Stock Holding History
HighTower Advisors’s Portfolio
SHYM Stock Details
SHYM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.91M
Buy
313,698
+42,468
+16%
+$947K
0.01%
1042
2025
Q4
$6.03M
Buy
271,230
+132,919
+96%
+$2.96M
0.01%
1073
2025
Q3
$3.09M
Buy
138,311
+10,483
+8%
+$232K
﹤0.01%
1390
2025
Q2
$2.85M
Buy
127,828
+17,483
+16%
+$388K
﹤0.01%
1376
2025
Q1
$2.5M
Buy
110,345
+14,264
+15%
+$325K
﹤0.01%
1408
2024
Q4
$2.18M
Buy
96,081
+7,949
+9%
+$182K
﹤0.01%
1466
2024
Q3
$2.04M
Buy
88,132
+5,326
+6%
+$122K
﹤0.01%
1513
2024
Q2
$1.87M
Buy
82,806
+6,211
+8%
+$139K
﹤0.01%
1485
2024
Q1
$1.72M
Sell
76,595
-153,898
-67%
-$3.4M
﹤0.01%
1505
2023
Q4
$5.1M
Buy
230,493
+210,637
+1,061%
+$4.41M
0.01%
958
2023
Q3
$406K
Hold
19,856
–
–
﹤0.01%
2372
2023
Q2
$432K
Buy
19,856
+2,000
+11%
+$43.2K
﹤0.01%
2303
2023
Q1
$385K
Sell
17,856
-26,595
-60%
-$575K
﹤0.01%
2284
2022
Q4
$938K
Buy
+44,451
New
+$925K
﹤0.01%
1712
Other funds holding SHYM
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
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
PWM
Prentice Wealth Management
Rochester, New York
$484M AUM
13.77%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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