Horan Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,403
| Closed | -$30.5K | – | 705 |
|
|
2023
Q2 | $30.5K | Buy |
1,403
+13
| +0.9% | +$283 | 0.01% | 277 |
|
|
2023
Q1 | $30K | Sell |
1,390
-507
| -27% | -$10.9K | 0.02% | 261 |
|
|
2022
Q4 | $40K | Sell |
1,897
-8,663
| -82% | -$183K | 0.02% | 233 |
|
|
2022
Q3 | $217K | Sell |
10,560
-1,125
| -10% | -$23.1K | 0.13% | 82 |
|
|
2022
Q2 | $260K | Buy |
+11,685
| New | +$260K | 0.16% | 68 |
|