CCWA
SHYM

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SHYM Stock Details SHYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.85M Sell
262,371
-35,009
-12% -$781K 0.1% 79
2025
Q1 		$6.74M Buy
+297,380
New +$6.74M 0.13% 71