PAS
SHYM

Park Avenue Securities’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Park Avenue Securities’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
2026
Q1 		$982K Buy
44,577
+27,350
+159% +$610K 0.01% 818
2025
Q4 		$383K Sell
17,227
-5,045
-23% -$112K ﹤0.01% 1219
2025
Q3 		$498K Buy
22,272
+1,121
+5% +$24.8K ﹤0.01% 1187
2025
Q2 		$472K Sell
21,151
-1,017
-5% -$22.6K ﹤0.01% 1094
2025
Q1 		$503K Sell
22,168
-881
-4% -$20.1K 0.01% 854
2024
Q4 		$522K Buy
23,049
+5,957
+35% +$137K 0.01% 1052
2024
Q3 		$396K Buy
+17,092
New +$393K ﹤0.01% 1066

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return