KFS
SHYM

Kelly Financial Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kelly Financial Services’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
Q2 		– Sell
-465
Closed -$11.1K – 716
2022
Q1 		$11.1K Buy
465
+2
+0.4% +$50 0.01% 327
2021
Q4 		$12.1K Buy
+463
New +$12.1K 0.01% 315

Other funds holding SHYM

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HS
Horan Securities Cincinnati, United States $284M AUM 12.33% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kelly Financial Services's SHYM Position: Q2 2022 in Review

Kelly Financial Services sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2022, closing a stake of 465 shares — an estimated $11.1K sold.

Kelly Financial Services first reported a position in SHYM in Q4 2021 and held it in 2 quarters. The position peaked at $12.1K in Q4 2021. 15 funds tracked by Wall St. Rank hold SHYM as of Q2 2022.

  • Kelly Financial Services reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2022 after selling out during the quarter.
  • Kelly Financial Services sold 465 iShares Short Duration High Yield Muni Active ETF shares in Q2 2022, an estimated $11.1K.
  • Kelly Financial Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2021 and held it in 2 quarters.
  • Kelly Financial Services's iShares Short Duration High Yield Muni Active ETF position peaked at $12.1K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2022.

Based on Kelly Financial Services's 13F filing for Q2 2022, filed 17 Jul 2024.