PCMC
SHYM

Planning Capital Management Corporation’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$38.3K Hold
1,651
– – 0.03% 209
2024
Q2 		$37.4K Hold
1,651
– – 0.03% 218
2024
Q1 		$37.1K Hold
1,651
– – 0.03% 217
2023
Q4 		$36.5K Buy
+1,651
New +$34.6K 0.03% 218

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Planning Capital Management Corporation's SHYM Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q3 2024 at 1,651 shares worth $38.3K. The position accounts for 0.03% of the portfolio, ranked #209.

Planning Capital Management Corporation first reported a position in SHYM in Q4 2023 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold SHYM as of Q3 2024.

  • Planning Capital Management Corporation held 1,651 shares of iShares Short Duration High Yield Muni Active ETF worth $38.3K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q3 2024.
  • iShares Short Duration High Yield Muni Active ETF made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #209 holding.
  • Planning Capital Management Corporation first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.