JFS Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $198K | Buy |
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|
2025
Q2 | $151K | Sell |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $185K | Sell |
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|
2024
Q2 | $187K | Hold |
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|
2024
Q1 | $186K | Buy |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $112K | Buy |
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