SAM
SHYM

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

SignalPoint 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
2024
Q4 		$332K Buy
+14,640
New +$336K 0.08% 185

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

SignalPoint Asset Management's SHYM Position: Q4 2024 in Review

SignalPoint Asset Management opened a new position in iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2024: 14,640 shares worth $332K. The stake represents 0.08% of the portfolio and ranks #185 among its holdings.

90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

  • SignalPoint Asset Management held 14,640 shares of iShares Short Duration High Yield Muni Active ETF worth $332K as of Q4 2024.
  • iShares Short Duration High Yield Muni Active ETF was a new SignalPoint Asset Management position in Q4 2024.
  • iShares Short Duration High Yield Muni Active ETF made up 0.08% of SignalPoint Asset Management's portfolio in Q4 2024, its #185 holding.
  • 90 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.