BPA
SHYM

Beacon Pointe Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Beacon Pointe Advisors’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-72,225
Closed -$1.52M – 1200
2022
Q4 		$1.52M Sell
72,225
-1,499
-2% -$31.6K 0.03% 420
2022
Q3 		$1.51M Sell
73,724
-104,036
-59% -$2.13M 0.03% 374
2022
Q2 		$3.85M Buy
+177,760
New +$3.85M 0.08% 217