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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return