Concourse Financial Group Securities’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
Q1 | – | Sell |
-4,510
| Closed | -$103K | – | 10019 |
|
|
2024
Q4 | $103K | Buy |
4,510
+4,299
| +2,037% | +$97.8K | 0.01% | 934 |
|
|
2024
Q3 | $4.89K | Buy |
+211
| New | +$4.89K | ﹤0.01% | 1865 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 9354 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9130 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8913 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8693 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8480 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8164 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8173 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8004 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7868 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7725 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7575 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7306 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7030 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6761 |
|