Avantax Advisory Services’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
$1.6M Buy
71,866
+7,694
+12% +$172K 0.01% 910
2025
Q1
$1.45M Buy
64,172
+24,862
+63% +$564K 0.01% 906
2024
Q4
$891K Buy
39,310
+7,884
+25% +$179K 0.01% 1095
2024
Q3
$728K Buy
31,426
+4,864
+18% +$113K ﹤0.01% 1184
2024
Q2
$601K Buy
+26,562
New +$601K ﹤0.01% 1252