Syverson Strege & Co’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-220	Closed	-$4.75K	–	648
2023 Q1	$4.75K	Hold	220	–	–	﹤0.01%	346
2022 Q4	$4.64K	Hold	220	–	–	﹤0.01%	227
2022 Q3	$5K	Hold	220	–	–	﹤0.01%	216
2022 Q2	$5K	Buy	+220	New	+$4.92K	﹤0.01%	264

Other funds holding SHYM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Syverson Strege & Co's SHYM Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2023, closing a stake of 220 shares — an estimated $4.75K sold.

Syverson Strege & Co first reported a position in SHYM in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 26 funds tracked by Wall St. Rank hold SHYM as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 220 iShares Short Duration High Yield Muni Active ETF shares in Q2 2023, an estimated $4.75K.
Syverson Strege & Co first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2022 and held it in 4 quarters.
Syverson Strege & Co's iShares Short Duration High Yield Muni Active ETF position peaked at $5K in Q3 2022.
26 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.