TWM
SHYM

TCFG Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

TCFG Wealth 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
-9,266
Closed -$207K – 288
2025
Q3 		$207K Buy
+9,266
New +$205K 0.08% 245

Other funds holding SHYM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 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 $11.5B AUM 15.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCFG Wealth Management's SHYM Position: Q4 2025 in Review

TCFG Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2025, closing a stake of 9,266 shares — an estimated $207K sold.

TCFG Wealth Management first reported a position in SHYM in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 135 funds tracked by Wall St. Rank hold SHYM as of Q4 2025.

  • TCFG Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 9,266 iShares Short Duration High Yield Muni Active ETF shares in Q4 2025, an estimated $207K.
  • TCFG Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q3 2025 and held it in 1 quarter.
  • TCFG Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $207K 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 TCFG Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.