Horan Securities’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-1,403	Closed	-$30.5K	–	703
2023 Q2	$30.5K	Buy	1,403 +13	+0.9%	+$281	0.01%	277
2023 Q1	$30K	Sell	1,390 -507	-27%	-$11K	0.02%	261
2022 Q4	$40K	Sell	1,897 -8,663	-82%	-$180K	0.02%	233
2022 Q3	$217K	Sell	10,560 -1,125	-10%	-$24.8K	0.13%	83
2022 Q2	$260K	Buy	+11,685	New	+$261K	0.16%	69

Other funds holding SHYM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Horan Securities's SHYM Position: Q3 2023 in Review

Horan Securities sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2023, closing a stake of 1,403 shares — an estimated $30.5K sold.

Horan Securities first reported a position in SHYM in Q2 2022 and held it in 5 quarters. The position peaked at $260K in Q2 2022. 26 funds tracked by Wall St. Rank hold SHYM as of Q3 2023.

Horan Securities reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 1,403 iShares Short Duration High Yield Muni Active ETF shares in Q3 2023, an estimated $30.5K.
Horan Securities first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and held it in 5 quarters.
Horan Securities's iShares Short Duration High Yield Muni Active ETF position peaked at $260K in Q2 2022.
26 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.