SAM
SHYM

Secure Asset Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Secure Asset 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
-101,046
Closed -$2.29M – 366
2025
Q1 		$2.29M Sell
101,046
-160,017
-61% -$3.65M 0.46% 62
2024
Q4 		$5.92M Buy
261,063
+44,274
+20% +$1.02M 0.9% 19
2024
Q3 		$5.03M Buy
+216,789
New +$4.98M 0.85% 20

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $13.5B AUM 21.55% 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 $4.24B AUM 17.81% 1-Year Est. Return

Secure Asset Management's SHYM Position: Q2 2025 in Review

Secure Asset Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2025, closing a stake of 101,046 shares — an estimated $2.29M sold.

Secure Asset Management first reported a position in SHYM in Q3 2024 and held it in 3 quarters. The position peaked at $5.92M in Q4 2024. 105 funds tracked by Wall St. Rank hold SHYM as of Q2 2025.

  • Secure Asset Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Secure Asset Management sold 101,046 iShares Short Duration High Yield Muni Active ETF shares in Q2 2025, an estimated $2.29M.
  • Secure Asset Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and held it in 3 quarters.
  • Secure Asset Management's iShares Short Duration High Yield Muni Active ETF position peaked at $5.92M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.