FAM
SHYM

Forte Asset Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Forte Asset Management’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.46M Sell
199,881
-23,950
-11% -$534K 2.27% 18
2025
Q1 		$5.07M Sell
223,831
-18,627
-8% -$422K 2.56% 14
2024
Q4 		$5.49M Buy
242,458
+157,458
+185% +$3.57M 2.92% 13
2024
Q3 		$1.97M Buy
+85,000
New +$1.97M 1.05% 32