OPS
SHYM

Orion Portfolio Solutions’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$519K Sell
22,887
-888
-4% -$20.3K 0.01% 1407
2024
Q4 		$539K Sell
23,775
-2,843
-11% -$65.2K 0.01% 1310
2024
Q3 		$617K Buy
+26,618
New +$611K 0.01% 1257

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Orion Portfolio Solutions's SHYM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 3.7% in Q1 2025, selling an estimated $20.3K and leaving 22,887 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1407.

Orion Portfolio Solutions first reported a position in SHYM in Q3 2024 and has held it in 3 quarters since. The position peaked at $617K in Q3 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

  • Orion Portfolio Solutions held 22,887 shares of iShares Short Duration High Yield Muni Active ETF worth $519K as of Q1 2025.
  • Orion Portfolio Solutions sold 888 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $20.3K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1407 holding.
  • Orion Portfolio Solutions first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's iShares Short Duration High Yield Muni Active ETF position peaked at $617K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.