SAM
SHYM

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

Smartleaf 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
Q4 		– Sell
-147
Closed -$3.28K – 3564
2025
Q3 		$3.28K Buy
+147
New +$3.26K ﹤0.01% 2487

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
SEM
Strategic Equity Management Tucson, Arizona $298M AUM 27.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 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 $13.5B AUM 21.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Smartleaf Asset Management's SHYM Position: Q4 2025 in Review

Smartleaf Asset Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 147 shares — an estimated $3.28K sold.

Smartleaf Asset Management first reported a position in SHYM in Q3 2025 and held it in 1 quarter. The position peaked at $3.28K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • Smartleaf Asset Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 147 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $3.28K.
  • Smartleaf Asset Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's iShares Short Duration High Yield Muni Active ETF position peaked at $3.28K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.