TCG
SHYM

Transcendent Capital Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-741
Closed -$16.8K – 447
2024
Q4 		$16.8K Hold
741
– – 0.01% 290
2024
Q3 		$17.2K Hold
741
– – 0.01% 309
2024
Q2 		$16.8K Hold
741
– – 0.01% 280
2024
Q1 		$16.6K Buy
741
+328
+79% +$7.25K 0.01% 281
2023
Q4 		$9.14K Buy
+413
New +$8.65K 0.01% 275

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Transcendent Capital Group's SHYM Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 741 shares — an estimated $16.8K sold.

Transcendent Capital Group first reported a position in SHYM in Q4 2023 and held it in 5 quarters. The position peaked at $17.2K in Q3 2024. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 741 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $16.8K.
  • Transcendent Capital Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares Short Duration High Yield Muni Active ETF position peaked at $17.2K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.