HSG
SHYM

Helen Stephens Group’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Helen Stephens Group’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 		$2.26M Buy
101,353
+38,519
+61% +$859K 0.56% 28
2025
Q1 		$1.42M Buy
62,834
+2,377
+4% +$53.9K 0.4% 35
2024
Q4 		$1.37M Buy
60,457
+2,476
+4% +$56.1K 0.41% 35
2024
Q3 		$1.34M Buy
57,981
+38,092
+192% +$883K 0.41% 36
2024
Q2 		$450K Buy
+19,889
New +$450K 0.16% 57