NFSG
SHYM

Newbridge Financial Services Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Newbridge Financial Services Group’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
-1,432
Closed -$32K – 1457
2025
Q3 		$32K Buy
+1,432
New +$31.7K ﹤0.01% 621

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 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 $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Newbridge Financial Services Group's SHYM Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 1,432 shares — an estimated $32K sold.

Newbridge Financial Services Group first reported a position in SHYM in Q3 2025 and held it in 1 quarter. The position peaked at $32K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,432 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $32K.
  • Newbridge Financial Services Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's iShares Short Duration High Yield Muni Active ETF position peaked at $32K 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 Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.