FourThought Financial Partners’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 | $2.52M | Buy |
112,742
+1,520
| +1% | +$33.9K | 0.25% | 90 |
|
2025
Q1 | $2.52M | Sell |
111,222
-2,913
| -3% | -$66K | 0.26% | 89 |
|
2024
Q4 | $2.59M | Sell |
114,135
-5,302
| -4% | -$120K | 0.27% | 85 |
|
2024
Q3 | $2.77M | Buy |
119,437
+11,640
| +11% | +$270K | 0.33% | 74 |
|
2024
Q2 | $2.44M | Sell |
107,797
-1,719
| -2% | -$38.9K | 0.31% | 72 |
|
2024
Q1 | $2.46M | Buy |
+109,516
| New | +$2.46M | 0.28% | 87 |
|