SAG
SHYM

SageView Advisory Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

SageView Advisory Group’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 		$6.24K Buy
+281
New +$6.26K ﹤0.01% 1891

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

SageView Advisory Group's SHYM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025: 281 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings.

135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • SageView Advisory Group held 281 shares of iShares Short Duration High Yield Muni Active ETF worth $6.24K as of Q4 2025.
  • iShares Short Duration High Yield Muni Active ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1891 holding.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.