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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

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

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return