TC
SHYM

Trust Company’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Trust Company’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
2026
Q2 		$6.44M Sell
286,957
-5,007
-2% -$111K 0.58% 28
2026
Q1 		$6.43M Buy
291,964
+9,477
+3% +$211K 0.6% 26
2025
Q4 		$6.28M Buy
282,487
+20,353
+8% +$453K 0.59% 28
2025
Q3 		$5.86M Buy
262,134
+55,327
+27% +$1.23M 0.6% 26
2025
Q2 		$4.61M Sell
206,807
-39,328
-16% -$872K 0.52% 29
2025
Q1 		$5.58M Buy
246,135
+15,555
+7% +$355K 0.66% 26
2024
Q4 		$5.22M Sell
230,580
-70,322
-23% -$1.61M 0.6% 28
2024
Q3 		$6.97M Buy
300,902
+8,053
+3% +$185K 0.84% 22
2024
Q2 		$6.63M Buy
292,849
+3,430
+1% +$76.7K 0.86% 21
2024
Q1 		$6.5M Buy
289,419
+7,148
+3% +$158K 0.85% 21
2023
Q4 		$6.24M Buy
282,271
+2,558
+0.9% +$53.6K 0.8% 21
2023
Q3 		$5.72M Sell
279,713
-4,463
-2% -$95K 0.92% 18
2023
Q2 		$6.19M Buy
284,176
+15,686
+6% +$339K 0.92% 17
2023
Q1 		$5.79M Buy
+268,490
New +$5.8M 0.88% 18

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return