Quotient Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Quotient Wealth Partners’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	$6.65M	Buy	301,923 +8,357	+3%	+$186K	0.18%	40
2025 Q4	$6.52M	Buy	293,566 +22,517	+8%	+$501K	0.17%	42
2025 Q3	$6.06M	Buy	271,049 +11,163	+4%	+$247K	0.17%	42
2025 Q2	$5.8M	Buy	259,886 +1,181	+0.5%	+$26.2K	0.17%	38
2025 Q1	$5.86M	Buy	258,705 +9,549	+4%	+$218K	0.19%	38
2024 Q4	$5.65M	Buy	249,156 +7,112	+3%	+$163K	0.18%	37
2024 Q3	$5.61M	Buy	242,044 +11,914	+5%	+$274K	0.18%	36
2024 Q2	$5.21M	Buy	230,130 +13,980	+6%	+$313K	0.18%	38
2024 Q1	$4.85M	Buy	216,150 +35,462	+20%	+$784K	0.17%	41
2023 Q4	$4M	Buy	+180,688	New	+$3.79M	0.16%	66

Other funds holding SHYM

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 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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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