Beta Wealth Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $819K | Sell |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $4.07M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $3.04M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.36M | Buy |
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