KP
SHYM

Keel Point’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Keel Point’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
Q3 		– Sell
-15,180
Closed -$350K – 467
2024
Q2 		$350K Buy
+15,180
New +$340K 0.03% 295

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Keel Point's SHYM Position: Q3 2024 in Review

Keel Point sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2024, closing a stake of 15,180 shares — an estimated $350K sold.

Keel Point first reported a position in SHYM in Q2 2024 and held it in 1 quarter. The position peaked at $350K in Q2 2024. 77 funds tracked by Wall St. Rank hold SHYM as of Q3 2024.

  • Keel Point reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2024 after selling out during the quarter.
  • Keel Point sold 15,180 iShares Short Duration High Yield Muni Active ETF shares in Q3 2024, an estimated $350K.
  • Keel Point first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 1 quarter.
  • Keel Point's iShares Short Duration High Yield Muni Active ETF position peaked at $350K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2024.

Based on Keel Point's 13F filing for Q3 2024, filed 14 Nov 2024.