Kovitz Investment Group Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kovitz Investment Group Partners’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 Q2	–	Sell	-219,470	Closed	-$4.98M	–	1410
2025 Q1	$4.98M	Buy	+219,470	New	+$5.01M	0.03%	412

Other funds holding SHYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Kovitz Investment Group Partners's SHYM Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 219,470 shares — an estimated $4.98M sold.

Kovitz Investment Group Partners first reported a position in SHYM in Q1 2025 and held it in 1 quarter. The position peaked at $4.98M in Q1 2025. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

Kovitz Investment Group Partners reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 219,470 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $4.98M.
Kovitz Investment Group Partners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 1 quarter.
Kovitz Investment Group Partners's iShares Short Duration High Yield Muni Active ETF position peaked at $4.98M in Q1 2025.
105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.