IHT Wealth Management’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
$2.45M Sell
110,005
-3,360
-3% -$75K 0.07% 271
2025
Q1
$2.57M Sell
113,365
-2,503
-2% -$56.7K 0.08% 236
2024
Q4
$2.63M Buy
115,868
+21,499
+23% +$487K 0.08% 220
2024
Q3
$2.19M Buy
+94,369
New +$2.19M 0.06% 295