Commonwealth Equity Services’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 | $29M | Buy |
1,298,897
+60,368
| +5% | +$1.35M | 0.04% | 450 |
|
|
2025
Q1 | $28.1M | Buy |
1,238,529
+321,608
| +35% | +$7.29M | 0.04% | 431 |
|
|
2024
Q4 | $20.8M | Sell |
916,921
-27,163
| -3% | -$616K | 0.03% | 516 |
|
|
2024
Q3 | $21.9M | Buy |
944,084
+782,277
| +483% | +$18.1M | 0.03% | 491 |
|
|
2024
Q2 | $3.66M | Buy |
161,807
+85,731
| +113% | +$1.94M | 0.01% | 1384 |
|
|
2024
Q1 | $1.71M | Buy |
76,076
+8,013
| +12% | +$180K | ﹤0.01% | 1882 |
|
|
2023
Q4 | $1.51M | Buy |
68,063
+9,149
| +16% | +$202K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $1.21M | Buy |
58,914
+8,549
| +17% | +$175K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $1.1M | Buy |
50,365
+15,325
| +44% | +$333K | ﹤0.01% | 2024 |
|
|
2023
Q1 | $755 | Buy |
35,040
+5,319
| +18% | +$115 | ﹤0.01% | 2235 |
|
|
2022
Q4 | $627K | Buy |
+29,721
| New | +$627K | ﹤0.01% | 2294 |
|