PF
SHYM

Penney Financial’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Penney Financial’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
-27,300
Closed -$610K – 51
2025
Q3 		$610K Hold
27,300
– – 0.27% 31
2025
Q2 		$609K Buy
+27,300
New +$605K 0.31% 27

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

Penney Financial's SHYM Position: Q4 2025 in Review

Penney Financial sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 27,300 shares — an estimated $610K sold.

Penney Financial first reported a position in SHYM in Q2 2025 and held it in 2 quarters. The position peaked at $610K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Penney Financial reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Penney Financial sold 27,300 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $610K.
  • Penney Financial first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2025 and held it in 2 quarters.
  • Penney Financial's iShares Short Duration High Yield Muni Active ETF position peaked at $610K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Penney Financial's 13F filing for Q4 2025, filed 21 Jan 2026.