IWC
SHYM

Integrated Wealth Concepts’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Integrated Wealth Concepts’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 		$220K Buy
+9,848
New +$220K ﹤0.01% 1715
2022
Q4 		– Sell
-92,321
Closed -$1.89M – 1084
2022
Q3 		$1.89M Buy
92,321
+282
+0.3% +$5.78K 0.06% 302
2022
Q2 		$1.99M Buy
+92,039
New +$1.99M 0.06% 282