SA
SHYM

Sanctuary Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Sanctuary Advisors’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 		– Sell
-158,900
Closed -$3.52M – 2680
2024
Q2 		$3.52M Buy
+158,900
New +$3.55M 0.03% 585

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 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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 17.81% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sanctuary Advisors's SHYM Position: Q3 2024 in Review

Sanctuary Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2024, closing a stake of 158,900 shares — an estimated $3.52M sold.

Sanctuary Advisors first reported a position in SHYM in Q2 2024 and held it in 1 quarter. The position peaked at $3.52M in Q2 2024. 77 funds tracked by Wall St. Rank hold SHYM as of Q3 2024.

  • Sanctuary Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 158,900 iShares Short Duration High Yield Muni Active ETF shares in Q3 2024, an estimated $3.52M.
  • Sanctuary Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $3.52M in Q2 2024.
  • 77 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.