North Star Investment Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

North Star Investment 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
2023 Q1	–	Sell	-5,142	Closed	-$109K	–	1337
2022 Q4	$109K	Buy	5,142 +75	+1%	+$1.56K	0.01%	485
2022 Q3	$104K	Buy	+5,067	New	+$112K	0.01%	444

Other funds holding SHYM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

North Star Investment Management's SHYM Position: Q1 2023 in Review

North Star Investment Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2023, closing a stake of 5,142 shares — an estimated $109K sold.

North Star Investment Management first reported a position in SHYM in Q3 2022 and held it in 2 quarters. The position peaked at $109K in Q4 2022. 21 funds tracked by Wall St. Rank hold SHYM as of Q1 2023.

North Star Investment Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2023 after selling out during the quarter.
North Star Investment Management sold 5,142 iShares Short Duration High Yield Muni Active ETF shares in Q1 2023, an estimated $109K.
North Star Investment Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2022 and held it in 2 quarters.
North Star Investment Management's iShares Short Duration High Yield Muni Active ETF position peaked at $109K 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 North Star Investment Management's 13F filing for Q1 2023, filed 27 Apr 2023.