SA
SHYM

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

Stewardship 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
Q4 		– Sell
-8,748
Closed -$203K – 159
2024
Q3 		$203K Buy
+8,748
New +$201K 0.06% 141

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

Stewardship Advisors's SHYM Position: Q4 2024 in Review

Stewardship Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2024, closing a stake of 8,748 shares — an estimated $203K sold.

Stewardship Advisors first reported a position in SHYM in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

  • Stewardship Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2024 after selling out during the quarter.
  • Stewardship Advisors sold 8,748 iShares Short Duration High Yield Muni Active ETF shares in Q4 2024, an estimated $203K.
  • Stewardship Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2024 and held it in 1 quarter.
  • Stewardship Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $203K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2024.

Based on Stewardship Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.