MWM
SHYM icon

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

Mission 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 		– Sell
-10,120
Closed -$226K – 768
2025
Q3 		$226K Buy
10,120
+104
+1% +$2.3K ﹤0.01% 649
2025
Q2 		$223K Sell
10,016
-2,371
-19% -$52.6K ﹤0.01% 643
2025
Q1 		$281K Buy
+12,387
New +$283K 0.01% 568

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

Mission Wealth Management's SHYM Position: Q4 2025 in Review

Mission Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 10,120 shares — an estimated $226K sold.

Mission Wealth Management first reported a position in SHYM in Q1 2025 and held it in 3 quarters. The position peaked at $281K in Q1 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Mission Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 10,120 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $226K.
  • Mission Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
  • Mission Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $281K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.