WR Wealth Planners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

WR Wealth Planners’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	$13.6K	Hold	600	–	–	﹤0.01%	548
2024 Q3	$13.9K	Hold	600	–	–	﹤0.01%	576
2024 Q2	$13.6K	Sell	600 -302	-33%	-$6.75K	﹤0.01%	524
2024 Q1	$20.3K	Buy	+902	New	+$19.9K	0.01%	450
2023 Q4	–	Sell	-4,765	Closed	-$97.4K	–	894
2023 Q3	$97.4K	Buy	4,765 +61	+1%	+$1.3K	0.04%	239
2023 Q2	$102K	Buy	4,704 +4,664	+11,660%	+$101K	0.04%	238
2023 Q1	$863	Buy	+40	New	+$865	﹤0.01%	841

Other funds holding SHYM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $245M AUM 16.71% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

WR Wealth Planners's SHYM Position: Q4 2024 in Review

WR Wealth Planners held its iShares Short Duration High Yield Muni Active ETF (SHYM) position steady in Q4 2024 at 600 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

WR Wealth Planners first reported a position in SHYM in Q1 2023 and has held it in 7 quarters since. The position peaked at $102K in Q2 2023. 90 funds tracked by Wall St. Rank hold SHYM as of Q4 2024.

WR Wealth Planners held 600 shares of iShares Short Duration High Yield Muni Active ETF worth $13.6K as of Q4 2024.
WR Wealth Planners left its iShares Short Duration High Yield Muni Active ETF share count unchanged in Q4 2024.
iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #548 holding.
WR Wealth Planners first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's iShares Short Duration High Yield Muni Active ETF position peaked at $102K in Q2 2023.
90 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.