Beta Wealth Group’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 | $2.49M | Sell |
111,604
-67,835
| -38% | -$1.51M | 0.91% | 32 |
|
|
2025
Q1 | $4.07M | Buy |
179,439
+92,458
| +106% | +$2.1M | 1.46% | 26 |
|
|
2024
Q4 | $1.97M | Buy |
86,981
+3,872
| +5% | +$87.7K | 0.87% | 31 |
|
|
2024
Q3 | $1.93M | Buy |
83,109
+2,171
| +3% | +$50.3K | 0.87% | 32 |
|
|
2024
Q2 | $1.83M | Sell |
80,938
-31,193
| -28% | -$706K | 0.87% | 33 |
|
|
2024
Q1 | $2.52M | Buy |
112,131
+2,939
| +3% | +$66K | 1.22% | 28 |
|
|
2023
Q4 | $2.42M | Sell |
109,192
-28,322
| -21% | -$627K | 1.27% | 27 |
|
|
2023
Q3 | $2.81M | Sell |
137,514
-2,346
| -2% | -$48K | 1.66% | 20 |
|
|
2023
Q2 | $3.04M | Buy |
139,860
+19,882
| +17% | +$433K | 1.76% | 19 |
|
|
2023
Q1 | $2.59M | Buy |
119,978
+9,746
| +9% | +$210K | 1.48% | 23 |
|
|
2022
Q4 | $2.33M | Buy |
110,232
+4,076
| +4% | +$86K | 1.56% | 24 |
|
|
2022
Q3 | $2.18M | Buy |
+106,156
| New | +$2.18M | 1.57% | 26 |
|
|
2022
Q2 | – | Sell |
-141,086
| Closed | -$3.36M | – | 99 |
|
|
2022
Q1 | $3.36M | Buy |
+141,086
| New | +$3.36M | 2.25% | 16 |
|