Paces Ferry Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Paces Ferry Wealth 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 Q1	–	Sell	-13,416	Closed	-$304K	–	134
2024 Q4	$304K	Buy	+13,416	New	+$308K	0.15%	91
2023 Q3	–	Sell	-9,298	Closed	-$202K	–	112
2023 Q2	$202K	Hold	9,298	–	–	0.15%	104
2023 Q1	$201K	Sell	9,298 -1,203	-11%	-$26K	0.16%	109
2022 Q4	$222K	Buy	+10,501	New	+$219K	0.22%	98

Other funds holding SHYM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $13.5B AUM 21.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Paces Ferry Wealth Advisors's SHYM Position: Q1 2025 in Review

Paces Ferry Wealth Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 13,416 shares — an estimated $304K sold.

Paces Ferry Wealth Advisors first reported a position in SHYM in Q4 2022 and held it in 4 quarters. The position peaked at $304K in Q4 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

Paces Ferry Wealth Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 13,416 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $304K.
Paces Ferry Wealth Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2022 and held it in 4 quarters.
Paces Ferry Wealth Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $304K in Q4 2024.
97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.