TWM
SHYM

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

Thrive 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
Q3 		– Sell
-10,113
Closed -$226K – 254
2025
Q2 		$226K Buy
+10,113
New +$224K 0.04% 209
2025
Q1 		– Sell
-9,411
Closed -$213K – 225
2024
Q4 		$213K Buy
+9,411
New +$216K 0.04% 189

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Thrive Wealth Management's SHYM Position: Q3 2025 in Review

Thrive Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2025, closing a stake of 10,113 shares — an estimated $226K sold.

Thrive Wealth Management first reported a position in SHYM in Q4 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 117 funds tracked by Wall St. Rank hold SHYM as of Q3 2025.

  • Thrive Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 10,113 iShares Short Duration High Yield Muni Active ETF shares in Q3 2025, an estimated $226K.
  • Thrive Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2024 and held it in 2 quarters.
  • Thrive Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $226K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2025.

Based on Thrive Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.