Jaffetilchin Investment Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-36,153	Closed	-$741K	–	369
2022 Q3	$741K	Sell	36,153 -74	-0.2%	-$1.63K	0.1%	134
2022 Q2	$784K	Buy	36,227 +111	+0.3%	+$2.48K	0.09%	144
2022 Q1	$791K	Buy	+36,116	New	+$903K	0.09%	138

Other funds holding SHYM

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

BWG

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

PFWA

Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return

Jaffetilchin Investment Partners's SHYM Position: Q4 2022 in Review

Jaffetilchin Investment Partners sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2022, closing a stake of 36,153 shares — an estimated $741K sold.

Jaffetilchin Investment Partners first reported a position in SHYM in Q1 2022 and held it in 3 quarters. The position peaked at $791K in Q1 2022. 23 funds tracked by Wall St. Rank hold SHYM as of Q4 2022.

Jaffetilchin Investment Partners reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2022 after selling out during the quarter.
Jaffetilchin Investment Partners sold 36,153 iShares Short Duration High Yield Muni Active ETF shares in Q4 2022, an estimated $741K.
Jaffetilchin Investment Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2022 and held it in 3 quarters.
Jaffetilchin Investment Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $791K in Q1 2022.
23 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2022, filed 10 Feb 2023.