JFS Wealth 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 | $151K | Sell |
6,787
-4,648
| -41% | -$104K | 0.01% | 322 |
|
|
2025
Q1 | $259K | Buy |
11,435
+33
| +0.3% | +$748 | 0.02% | 278 |
|
|
2024
Q4 | $258K | Buy |
11,402
+3,405
| +43% | +$77.2K | 0.02% | 268 |
|
|
2024
Q3 | $185K | Sell |
7,997
-270
| -3% | -$6.26K | 0.01% | 294 |
|
|
2024
Q2 | $187K | Hold |
8,267
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $186K | Buy |
8,267
+2,822
| +52% | +$63.4K | 0.01% | 249 |
|
|
2023
Q4 | $120K | Hold |
5,445
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $111K | Hold |
5,445
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $119K | Hold |
5,445
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $117K | Hold |
5,445
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $115K | Hold |
5,445
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $112K | Buy |
+5,445
| New | +$112K | 0.01% | 272 |
|