LPL Financial
SHYM

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

LPL Financial’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 		$31.8M Buy
1,445,659
+510,634
+55% +$11.4M 0.01% 1157
2025
Q4 		$20.8M Buy
935,025
+99,340
+12% +$2.21M 0.01% 1384
2025
Q3 		$18.7M Buy
835,685
+100,000
+14% +$2.21M 0.01% 1411
2025
Q2 		$16.4M Buy
735,685
+224,953
+44% +$4.99M 0.01% 1384
2025
Q1 		$11.6M Buy
510,732
+159,271
+45% +$3.63M ﹤0.01% 1507
2024
Q4 		$7.96M Buy
351,461
+260,755
+287% +$5.98M ﹤0.01% 1710
2024
Q3 		$2.1M Buy
90,706
+43,674
+93% +$1M ﹤0.01% 2687
2024
Q2 		$1.06M Buy
+47,032
New +$1.05M ﹤0.01% 3191

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return