Cary Street Partners Investment Advisory’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
2024
Q4
Sell
-8,920
Closed -$207K 803
2024
Q3
$207K Hold
8,920
0.01% 726
2024
Q2
$202K Buy
+8,920
New +$202K 0.01% 715