RIM
SHYM

Redwood Investment Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Redwood Investment Management’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
Q2 		– Sell
-8,941
Closed -$203K – 348
2025
Q1 		$203K Buy
8,941
+64
+0.7% +$1.46K 0.02% 286
2024
Q4 		$201K Buy
+8,877
New +$204K 0.02% 316

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Redwood Investment Management's SHYM Position: Q2 2025 in Review

Redwood Investment Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 8,941 shares — an estimated $203K sold.

Redwood Investment Management first reported a position in SHYM in Q4 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

  • Redwood Investment Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Redwood Investment Management sold 8,941 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $203K.
  • Redwood Investment Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 2 quarters.
  • Redwood Investment Management's iShares Short Duration High Yield Muni Active ETF position peaked at $203K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Redwood Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.