HCC
SHYM

Hirtle Callaghan & Co’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Hirtle Callaghan & Co’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
Q4 		– Hold
0
– – – 92
2025
Q3 		– Hold
0
– – – 86
2025
Q2 		– Hold
0
– – – 87
2025
Q1 		– Hold
0
– – – 92
2024
Q4 		– Hold
0
– – – 94
2024
Q3 		– Hold
0
– – – 86
2024
Q2 		– Hold
0
– – – 83
2024
Q1 		– Hold
0
– – – 84

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return