HighTower Advisors’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 | $2.85M | Buy |
127,828
+17,483
| +16% | +$390K | ﹤0.01% | 1376 |
|
|
2025
Q1 | $2.5M | Buy |
110,345
+14,264
| +15% | +$323K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $2.18M | Buy |
96,081
+7,949
| +9% | +$180K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $2.04M | Buy |
88,132
+5,326
| +6% | +$123K | ﹤0.01% | 1513 |
|
|
2024
Q2 | $1.87M | Buy |
82,806
+6,211
| +8% | +$141K | ﹤0.01% | 1485 |
|
|
2024
Q1 | $1.72M | Sell |
76,595
-153,898
| -67% | -$3.46M | ﹤0.01% | 1504 |
|
|
2023
Q4 | $5.1M | Buy |
230,493
+210,637
| +1,061% | +$4.66M | 0.01% | 956 |
|
|
2023
Q3 | $406K | Hold |
19,856
| – | – | ﹤0.01% | 2362 |
|
|
2023
Q2 | $432K | Buy |
19,856
+2,000
| +11% | +$43.5K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $385K | Sell |
17,856
-26,595
| -60% | -$573K | ﹤0.01% | 2270 |
|
|
2022
Q4 | $938K | Buy |
+44,451
| New | +$938K | ﹤0.01% | 1703 |
|