Carson Wealth (CWM LLC)’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-341
| Closed | -$8K | – | 5353 |
|
|
2025
Q1 | $8K | Hold |
341
| – | – | ﹤0.01% | 4246 |
|
|
2024
Q4 | $8K | Hold |
341
| – | – | ﹤0.01% | 4020 |
|
|
2024
Q3 | $8K | Hold |
341
| – | – | ﹤0.01% | 3913 |
|
|
2024
Q2 | $8K | Hold |
341
| – | – | ﹤0.01% | 3691 |
|
|
2024
Q1 | $8K | Buy |
+341
| New | +$8K | ﹤0.01% | 3482 |
|
|
2022
Q4 | – | Sell |
-4,595
| Closed | -$94K | – | 4280 |
|
|
2022
Q3 | $94K | Hold |
4,595
| – | – | ﹤0.01% | 1365 |
|
|
2022
Q2 | $99K | Buy |
+4,595
| New | +$99K | ﹤0.01% | 1317 |
|