JY
SHYM

Jeff Yass’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-192,259
Closed -$4.25M – 13584
2023
Q4 		$4.25M Buy
+192,259
New +$4.03M ﹤0.01% 3992

Other funds holding SHYM

TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FFP
FourThought Financial Partners Venice, Florida $1.3B AUM 31.72% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jeff Yass's SHYM Position: Q1 2024 in Review

Jeff Yass sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2024, closing a stake of 192,259 shares — an estimated $4.25M sold.

Jeff Yass first reported a position in SHYM in Q4 2023 and held it in 1 quarter. The position peaked at $4.25M in Q4 2023. 40 funds tracked by Wall St. Rank hold SHYM as of Q1 2024.

  • Jeff Yass reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 192,259 iShares Short Duration High Yield Muni Active ETF shares in Q1 2024, an estimated $4.25M.
  • Jeff Yass first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 1 quarter.
  • Jeff Yass's iShares Short Duration High Yield Muni Active ETF position peaked at $4.25M in Q4 2023.
  • 40 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.