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Keystone Financial Group (Georgia)’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Keystone Financial Group (Georgia)’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
2026
Q1 		– Sell
-3,830
Closed -$85.1K – 141
2025
Q4 		$85.1K Sell
3,830
-6,262
-62% -$139K 0.04% 77
2025
Q3 		$225K Buy
10,092
+7,387
+273% +$164K 0.13% 59
2025
Q2 		$59.5K Buy
2,705
+1,350
+100% +$29.9K 0.04% 85
2025
Q1 		$30.2K Buy
1,355
+305
+29% +$6.96K 0.02% 104
2024
Q4 		$23.8K Buy
+1,050
New +$24.1K 0.02% 115

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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SHYM Position: Q1 2026 in Review

Keystone Financial Group (Georgia) sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2026, closing a stake of 3,830 shares — an estimated $85.1K sold.

Keystone Financial Group (Georgia) first reported a position in SHYM in Q4 2024 and held it in 5 quarters. The position peaked at $225K in Q3 2025. 142 funds tracked by Wall St. Rank hold SHYM as of Q1 2026.

  • Keystone Financial Group (Georgia) reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 3,830 iShares Short Duration High Yield Muni Active ETF shares in Q1 2026, an estimated $85.1K.
  • Keystone Financial Group (Georgia) first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 5 quarters.
  • Keystone Financial Group (Georgia)'s iShares Short Duration High Yield Muni Active ETF position peaked at $225K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.