VR
SHYM

Valued Retirements’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Valued Retirements’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
2024
Q4 		– Sell
-26,216
Closed -$608K – 85
2024
Q3 		$608K Hold
26,216
– – 0.84% 32
2024
Q2 		$594K Sell
26,216
-7,234
-22% -$162K 0.9% 28
2024
Q1 		$751K Sell
33,450
-2,742
-8% -$60.6K 1.2% 19
2023
Q4 		$801K Buy
+36,192
New +$758K 1.39% 19

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 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
FAM
Forte Asset Management Bedford, New York $228M AUM 14.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Valued Retirements's SHYM Position: Q4 2024 in Review

Valued Retirements sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2024, closing a stake of 26,216 shares — an estimated $608K sold.

Valued Retirements first reported a position in SHYM in Q4 2023 and held it in 4 quarters. The position peaked at $801K in Q4 2023. 90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

  • Valued Retirements reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2024 after selling out during the quarter.
  • Valued Retirements sold 26,216 iShares Short Duration High Yield Muni Active ETF shares in Q4 2024, an estimated $608K.
  • Valued Retirements first reported a position in iShares Short Duration High Yield Muni Active ETF in Q4 2023 and held it in 4 quarters.
  • Valued Retirements's iShares Short Duration High Yield Muni Active ETF position peaked at $801K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2024.

Based on Valued Retirements's 13F filing for Q4 2024, filed 10 Feb 2025.