Commonwealth Equity Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.3M	Buy	1,283,310 +695,207	+118%	+$15.5M	0.04%	441
2025 Q4	$13.1M	Sell	588,103 -658,651	-53%	-$14.7M	0.02%	765
2025 Q3	$27.9M	Sell	1,246,754 -52,143	-4%	-$1.15M	0.04%	458
2025 Q2	$29M	Buy	1,298,897 +60,368	+5%	+$1.34M	0.04%	450
2025 Q1	$28.1M	Buy	1,238,529 +321,608	+35%	+$7.34M	0.04%	431
2024 Q4	$20.8M	Sell	916,921 -27,163	-3%	-$623K	0.03%	516
2024 Q3	$21.9M	Buy	944,084 +782,277	+483%	+$18M	0.03%	491
2024 Q2	$3.66M	Buy	161,807 +85,731	+113%	+$1.92M	0.01%	1384
2024 Q1	$1.71M	Buy	76,076 +8,013	+12%	+$177K	﹤0.01%	1882
2023 Q4	$1.51M	Buy	68,063 +9,149	+16%	+$192K	﹤0.01%	1877
2023 Q3	$1.21M	Buy	58,914 +8,549	+17%	+$182K	﹤0.01%	1945
2023 Q2	$1.1M	Buy	50,365 +15,325	+44%	+$331K	﹤0.01%	2024
2023 Q1	$755	Buy	35,040 +5,319	+18%	+$115K	﹤0.01%	2235
2022 Q4	$627K	Buy	+29,721	New	+$619K	﹤0.01%	2294