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
2026 Q1	$688K	Buy	31,254 +358	+1%	+$7.99K	0.28%	61
2025 Q4	$687K	Sell	30,896 -5,766	-16%	-$128K	0.28%	59
2025 Q3	$819K	Sell	36,662 -74,942	-67%	-$1.66M	0.32%	52
2025 Q2	$2.49M	Sell	111,604 -67,835	-38%	-$1.5M	0.91%	32
2025 Q1	$4.07M	Buy	179,439 +92,458	+106%	+$2.11M	1.46%	26
2024 Q4	$1.97M	Buy	86,981 +3,872	+5%	+$88.8K	0.87%	31
2024 Q3	$1.93M	Buy	83,109 +2,171	+3%	+$49.9K	0.87%	32
2024 Q2	$1.83M	Sell	80,938 -31,193	-28%	-$698K	0.87%	33
2024 Q1	$2.52M	Buy	112,131 +2,939	+3%	+$65K	1.22%	28
2023 Q4	$2.42M	Sell	109,192 -28,322	-21%	-$593K	1.27%	27
2023 Q3	$2.81M	Sell	137,514 -2,346	-2%	-$49.9K	1.66%	20
2023 Q2	$3.04M	Buy	139,860 +19,882	+17%	+$429K	1.76%	19
2023 Q1	$2.59M	Buy	119,978 +9,746	+9%	+$211K	1.48%	23
2022 Q4	$2.33M	Buy	110,232 +4,076	+4%	+$84.8K	1.56%	24
2022 Q3	$2.18M	Buy	+106,156	New	+$2.34M	1.57%	26
2022 Q2	–	Sell	-141,086	Closed	-$3.36M	–	99
2022 Q1	$3.36M	Buy	+141,086	New	+$3.53M	2.25%	16