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

OneDigital 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
2025 Q2	–	Sell	-9,268	Closed	-$210K	–	1519
2025 Q1	$210K	Hold	9,268	–	–	﹤0.01%	1305
2024 Q4	$210K	Buy	+9,268	New	+$213K	﹤0.01%	1311

Other funds holding SHYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

OneDigital Investment Advisors's SHYM Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 9,268 shares — an estimated $210K sold.

OneDigital Investment Advisors first reported a position in SHYM in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2025. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

OneDigital Investment Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 9,268 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $210K.
OneDigital Investment Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 2 quarters.
OneDigital Investment Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $210K in Q1 2025.
105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.