UBS Group
SHYM

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

UBS 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
-1,739
Closed -$39.4K – 10932
2024
Q4 		$39.4K Buy
+1,739
New +$39.9K ﹤0.01% 7449
2023
Q4 		– Sell
-56
Closed -$1.15K – 10026
2023
Q3 		$1.15K Sell
56
-51
-48% -$1.09K ﹤0.01% 8078
2023
Q2 		$2.33K Sell
107
-46
-30% -$993 ﹤0.01% 7770
2023
Q1 		$3.3K Buy
+153
New +$3.31K ﹤0.01% 8345
2022
Q4 		– Sell
-1,729
Closed -$35K – 11242
2022
Q3 		$35K Sell
1,729
-220
-11% -$4.85K ﹤0.01% 6704
2022
Q2 		$42K Buy
1,949
+560
+40% +$12.5K ﹤0.01% 6066
2022
Q1 		$33K Buy
+1,389
New +$34.7K ﹤0.01% 6910
2021
Q4 		– Sell
-2,409
Closed -$64K – 10824
2021
Q3 		$64K Buy
2,409
+2,123
+742% +$56.8K ﹤0.01% 6144
2021
Q2 		$8K Sell
286
-714
-71% -$18.6K ﹤0.01% 8261
2021
Q1 		$25K Buy
+1,000
New +$25.3K ﹤0.01% 7183

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UBS Group's SHYM Position: Q1 2025 in Review

UBS Group sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q1 2025, closing a stake of 1,739 shares — an estimated $39.4K sold.

UBS Group first reported a position in SHYM in Q1 2021 and held it in 10 quarters. The position peaked at $64K in Q3 2021. 97 funds tracked by Wall St. Rank hold SHYM as of Q1 2025.

  • UBS Group reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1,739 iShares Short Duration High Yield Muni Active ETF shares in Q1 2025, an estimated $39.4K.
  • UBS Group first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2021 and held it in 10 quarters.
  • UBS Group's iShares Short Duration High Yield Muni Active ETF position peaked at $64K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.