WCFA
SHYM

Walkner Condon Financial Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Walkner Condon Financial Advisors’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
2023
Q4 		– Sell
-11,600
Closed -$237K – 279
2023
Q3 		$237K Hold
11,600
– – 0.06% 221
2023
Q2 		$253K Buy
+11,600
New +$251K 0.07% 202

Other funds holding SHYM

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Walkner Condon Financial Advisors's SHYM Position: Q4 2023 in Review

Walkner Condon Financial Advisors sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q4 2023, closing a stake of 11,600 shares — an estimated $237K sold.

Walkner Condon Financial Advisors first reported a position in SHYM in Q2 2023 and held it in 2 quarters. The position peaked at $253K in Q2 2023. 35 funds tracked by Wall St. Rank hold SHYM as of Q4 2023.

  • Walkner Condon Financial Advisors reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q4 2023 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 11,600 iShares Short Duration High Yield Muni Active ETF shares in Q4 2023, an estimated $237K.
  • Walkner Condon Financial Advisors first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2023 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's iShares Short Duration High Yield Muni Active ETF position peaked at $253K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.