PA
SHYM

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

Parallel 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
Q4 		– Sell
-799
Closed -$17.9K – 3784
2025
Q3 		$17.9K Sell
799
-10,000
-93% -$221K ﹤0.01% 2305
2025
Q2 		$241K Hold
10,799
– – ﹤0.01% 928
2025
Q1 		$245K Hold
10,799
– – 0.01% 873
2024
Q4 		$245K Hold
10,799
– – 0.01% 852
2024
Q3 		$250K Hold
10,799
– – 0.01% 836
2024
Q2 		$244K Buy
10,799
+10,000
+1,252% +$224K 0.01% 786
2024
Q1 		$17.9K Hold
799
– – ﹤0.01% 2041
2023
Q4 		$17.7K Hold
799
– – ﹤0.01% 2017
2023
Q3 		$16.3K Hold
799
– – ﹤0.01% 1953
2023
Q2 		$17.4K Hold
799
– – ﹤0.01% 1923
2023
Q1 		$17.2K Hold
799
– – ﹤0.01% 1906
2022
Q4 		$16.9K Buy
+799
New +$16.6K ﹤0.01% 1786

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return