MYIA
SHYM

Mount Yale Investment Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Mount Yale Investment Advisors’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
2023
Q1 		– Sell
-11,475
Closed -$242K – 537
2022
Q4 		$242K Buy
+11,475
New +$239K 0.03% 398

Other funds holding SHYM

TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Mount Yale Investment Advisors's SHYM Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2023, closing a stake of 11,475 shares — an estimated $242K sold.

Mount Yale Investment Advisors first reported a position in SHYM in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 21 funds tracked by Wall St. Rank hold SHYM as of Q1 2023.

  • Mount Yale Investment Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,475 iShares Short Duration High Yield Muni Active ETF shares in Q1 2023, an estimated $242K.
  • Mount Yale Investment Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $242K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.