CGN 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 | – | Sell |
-9,298
| Closed | -$211K | – | 308 |
|
|
2025
Q1 | $211K | Hold |
9,298
| – | – | 0.02% | 284 |
|
|
2024
Q4 | $211K | Hold |
9,298
| – | – | 0.02% | 281 |
|
|
2024
Q3 | $216K | Hold |
9,298
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $211K | Hold |
9,298
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $209K | Buy |
+9,298
| New | +$209K | 0.03% | 247 |
|