Dynasty Wealth Management’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 | $5.87M | Sell |
263,063
-1,092
| -0.4% | -$24.4K | 0.1% | 53 |
|
|
2025
Q1 | $5.99M | Buy |
264,155
+8,773
| +3% | +$199K | 0.1% | 53 |
|
|
2024
Q4 | $5.79M | Buy |
255,382
+121,139
| +90% | +$2.75M | 0.1% | 59 |
|
|
2024
Q3 | $7.24M | Sell |
134,243
-102,061
| -43% | -$5.5M | 0.22% | 37 |
|
|
2024
Q2 | $5.35M | Buy |
236,304
+16,066
| +7% | +$364K | 0.16% | 50 |
|
|
2024
Q1 | $4.94M | Buy |
+220,238
| New | +$4.94M | 0.16% | 44 |
|