McKinley Carter Wealth Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

McKinley Carter Wealth Services’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	-18,676	Closed	-$423K	–	311
2024 Q4	$423K	Buy	18,676 +7,695	+70%	+$177K	0.03%	214
2024 Q3	$255K	Buy	10,981 +240	+2%	+$5.51K	0.02%	273
2024 Q2	$243K	Buy	10,741 +1,114	+12%	+$24.9K	0.02%	281
2024 Q1	$216K	Buy	+9,627	New	+$213K	0.01%	289

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 22.9% 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

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

McKinley Carter Wealth Services's SHYM Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 18,676 shares — an estimated $423K sold.

McKinley Carter Wealth Services first reported a position in SHYM in Q1 2024 and held it in 4 quarters. The position peaked at $423K in Q4 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

McKinley Carter Wealth Services reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 18,676 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $423K.
McKinley Carter Wealth Services first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and held it in 4 quarters.
McKinley Carter Wealth Services's iShares Short Duration High Yield Muni Active ETF position peaked at $423K 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 McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.