Natixis Advisors
SHYM

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

Natixis 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
2025
Q4 		– Sell
-57,592
Closed -$1.29M – 1758
2025
Q3 		$1.29M Buy
57,592
+7,186
+14% +$159K ﹤0.01% 1234
2025
Q2 		$1.13M Buy
50,406
+590
+1% +$13.1K ﹤0.01% 1265
2025
Q1 		$1.13M Buy
49,816
+1,245
+3% +$28.4K ﹤0.01% 1246
2024
Q4 		$1.1M Buy
48,571
+8,717
+22% +$200K ﹤0.01% 1281
2024
Q3 		$924K Buy
39,854
+2,426
+6% +$55.7K ﹤0.01% 1317
2024
Q2 		$847K Buy
+37,428
New +$837K ﹤0.01% 1301

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 22.96% 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 $1.11B AUM 13.1% 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

Natixis Advisors's SHYM Position: Q4 2025 in Review

Natixis Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 57,592 shares — an estimated $1.29M sold.

Natixis Advisors first reported a position in SHYM in Q2 2024 and held it in 6 quarters. The position peaked at $1.29M in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Natixis Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Natixis Advisors sold 57,592 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $1.29M.
  • Natixis Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 6 quarters.
  • Natixis Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $1.29M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Natixis Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.