Dynasty Wealth Management’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
2025
Q3
$6.11M Buy
2025
Q2
$5.87M Sell
2025
Q1
$5.99M Buy
2024
Q4
$5.79M Buy
2024
Q3
$7.24M Sell
2024
Q2
$5.35M Buy
2024
Q1
$4.94M Buy