WI
SHYM

Wintrust Investments’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Wintrust Investments’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 		$87K Buy
3,838
+251
+7% +$5.76K 0.08% 179
2024
Q3 		$83K Sell
3,587
-31,546
-90% -$724K 0.06% 236
2024
Q2 		$795K Buy
35,133
+350
+1% +$7.83K 0.06% 224
2024
Q1 		$781K Sell
34,783
-1,658
-5% -$36.7K 0.07% 221
2023
Q4 		$806K Buy
36,441
+615
+2% +$12.9K 0.08% 204
2023
Q3 		$733K Buy
35,826
+858
+2% +$18.3K 0.08% 207
2023
Q2 		$761K Buy
+34,968
New +$755K 0.08% 210

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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 $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wintrust Investments's SHYM Position: Q4 2024 in Review

Wintrust Investments increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 7% in Q4 2024, buying an estimated $5.76K and bringing the position to 3,838 shares worth $87K. The position accounts for 0.08% of the portfolio, ranked #179.

Wintrust Investments first reported a position in SHYM in Q2 2023 and has held it in 7 quarters since. The position peaked at $806K in Q4 2023. 90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

  • Wintrust Investments held 3,838 shares of iShares Short Duration High Yield Muni Active ETF worth $87K as of Q4 2024.
  • Wintrust Investments bought 251 iShares Short Duration High Yield Muni Active ETF shares in Q4 2024, an estimated $5.76K.
  • iShares Short Duration High Yield Muni Active ETF made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #179 holding.
  • Wintrust Investments first reported a position in iShares Short Duration High Yield Muni Active ETF in Q2 2023 and has held it in 7 quarters since.
  • Wintrust Investments's iShares Short Duration High Yield Muni Active ETF position peaked at $806K 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 Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.