KIM
SHYM

Kestra Investment Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kestra Investment Management’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
2025
Q4 		– Sell
-492,820
Closed -$11M – 478
2025
Q3 		$11M Buy
492,820
+39,696
+9% +$879K 0.3% 50
2025
Q2 		$10.1M Sell
453,124
-53,628
-11% -$1.19M 0.31% 52
2025
Q1 		$11.5M Buy
+506,752
New +$11.6M 0.36% 48

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kestra Investment Management's SHYM Position: Q4 2025 in Review

Kestra Investment Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 492,820 shares — an estimated $11M sold.

Kestra Investment Management first reported a position in SHYM in Q1 2025 and held it in 3 quarters. The position peaked at $11.5M in Q1 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Kestra Investment Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 492,820 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $11M.
  • Kestra Investment Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
  • Kestra Investment Management's iShares Short Duration High Yield Muni Active ETF position peaked at $11.5M in Q1 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.