Atria Investments’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 | $1.42M | Sell |
63,534
-123,135
| -66% | -$2.75M | 0.02% | 877 |
|
|
2025
Q1 | $4.23M | Buy |
186,669
+68,599
| +58% | +$1.56M | 0.05% | 421 |
|
|
2024
Q4 | $2.68M | Buy |
118,070
+7,702
| +7% | +$175K | 0.03% | 569 |
|
|
2024
Q3 | $2.56M | Buy |
110,368
+3,410
| +3% | +$79K | 0.03% | 587 |
|
|
2024
Q2 | $2.42M | Buy |
106,958
+3,112
| +3% | +$70.5K | 0.03% | 578 |
|
|
2024
Q1 | $2.33M | Sell |
103,846
-2,255
| -2% | -$50.6K | 0.03% | 593 |
|
|
2023
Q4 | $2.35M | Buy |
106,101
+50,560
| +91% | +$1.12M | 0.04% | 537 |
|
|
2023
Q3 | $1.14M | Buy |
55,541
+716
| +1% | +$14.6K | 0.02% | 788 |
|
|
2023
Q2 | $1.19M | Buy |
+54,825
| New | +$1.19M | 0.02% | 765 |
|