Mariner
SHYM

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

Mariner’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
Q1 		– Sell
-28,908
Closed -$655K – 3614
2024
Q4 		$655K Buy
+28,908
New +$663K ﹤0.01% 1967

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Mariner's SHYM Position: Q1 2025 in Review

Mariner sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 28,908 shares — an estimated $655K sold.

Mariner first reported a position in SHYM in Q4 2024 and held it in 1 quarter. The position peaked at $655K in Q4 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

  • Mariner reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
  • Mariner sold 28,908 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $655K.
  • Mariner first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 1 quarter.
  • Mariner's iShares Short Duration High Yield Muni Active ETF position peaked at $655K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on Mariner's 13F filing for Q1 2025, filed 15 May 2025.