Apollon Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
16,733
-8,750
| -34% | -$195K | 0.01% | 930 |
|
|
2025
Q1 | $578K | Buy |
25,483
+7,999
| +46% | +$181K | 0.01% | 689 |
|
|
2024
Q4 | $396K | Sell |
17,484
-499
| -3% | -$11.3K | 0.01% | 839 |
|
|
2024
Q3 | $417K | Buy |
17,983
+3,750
| +26% | +$86.9K | 0.01% | 796 |
|
|
2024
Q2 | $322K | Buy |
+14,233
| New | +$322K | 0.01% | 829 |
|
|
2024
Q1 | – | Sell |
-17,000
| Closed | -$376K | – | 1170 |
|
|
2023
Q4 | $376K | Buy |
+17,000
| New | +$376K | 0.01% | 759 |
|