LGWM
SHYM icon

Litman Gregory Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Litman Gregory Wealth 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 		$24.7K Buy
+1,111
New +$24.7K ﹤0.01% 259

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
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 $1.15B AUM 7.83% 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

Litman Gregory Wealth Management's SHYM Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025: 1,111 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings.

135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Litman Gregory Wealth Management held 1,111 shares of iShares Short Duration High Yield Muni Active ETF worth $24.7K as of Q4 2025.
  • iShares Short Duration High Yield Muni Active ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #259 holding.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.