Envestnet Asset 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 | $17M | Buy |
763,396
+54,528
| +8% | +$1.22M | 0.01% | 1355 |
|
|
2025
Q1 | $16.1M | Buy |
708,868
+336,001
| +90% | +$7.62M | 0.01% | 1347 |
|
|
2024
Q4 | $8.45M | Sell |
372,867
-48,516
| -12% | -$1.1M | ﹤0.01% | 1757 |
|
|
2024
Q3 | $9.77M | Buy |
421,383
+390,429
| +1,261% | +$9.05M | ﹤0.01% | 1649 |
|
|
2024
Q2 | $701K | Buy |
30,954
+18,018
| +139% | +$408K | ﹤0.01% | 3260 |
|
|
2024
Q1 | $290K | Buy |
+12,936
| New | +$290K | ﹤0.01% | 3741 |
|