Cambridge Investment Research Advisors’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 | $4.03M | Buy |
180,788
+29,656
| +20% | +$662K | 0.01% | 969 |
|
|
2025
Q1 | $3.43M | Buy |
151,132
+42,580
| +39% | +$965K | 0.01% | 1009 |
|
|
2024
Q4 | $2.46M | Buy |
108,552
+36,736
| +51% | +$833K | 0.01% | 1212 |
|
|
2024
Q3 | $1.67M | Buy |
71,816
+29,491
| +70% | +$684K | 0.01% | 1494 |
|
|
2024
Q2 | $958K | Buy |
42,325
+15,837
| +60% | +$358K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $595K | Sell |
26,488
-1,070
| -4% | -$24K | ﹤0.01% | 2141 |
|
|
2023
Q4 | $610K | Buy |
27,558
+9,621
| +54% | +$213K | ﹤0.01% | 2035 |
|
|
2023
Q3 | $367K | Sell |
17,937
-18,663
| -51% | -$382K | ﹤0.01% | 2344 |
|
|
2023
Q2 | $797K | Sell |
36,600
-4,375
| -11% | -$95.3K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $884K | Buy |
+40,975
| New | +$884K | ﹤0.01% | 1658 |
|
|
2022
Q4 | – | Sell |
-15,986
| Closed | -$328K | – | 3229 |
|
|
2022
Q3 | $328K | Buy |
15,986
+146
| +0.9% | +$3K | ﹤0.01% | 2290 |
|
|
2022
Q2 | $343K | Buy |
15,840
+5,282
| +50% | +$114K | ﹤0.01% | 2262 |
|
|
2022
Q1 | $251K | Buy |
10,558
+680
| +7% | +$16.2K | ﹤0.01% | 2692 |
|
|
2021
Q4 | $258K | Buy |
9,878
+270
| +3% | +$7.05K | ﹤0.01% | 2675 |
|
|
2021
Q3 | $254K | Buy |
+9,608
| New | +$254K | ﹤0.01% | 2609 |
|