Creative Planning’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 | $523K | Sell |
23,423
-1,408
| -6% | -$31.4K | ﹤0.01% | 2430 |
|
|
2025
Q1 | $563K | Hold |
24,831
| – | – | ﹤0.01% | 2175 |
|
|
2024
Q4 | $563K | Buy |
24,831
+1,408
| +6% | +$31.9K | ﹤0.01% | 2112 |
|
|
2024
Q3 | $543K | Hold |
23,423
| – | – | ﹤0.01% | 2036 |
|
|
2024
Q2 | $530K | Hold |
23,423
| – | – | ﹤0.01% | 1890 |
|
|
2024
Q1 | $526K | Buy |
+23,423
| New | +$526K | ﹤0.01% | 1814 |
|