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 $777B AUM 61.18% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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