Kestra Advisory Services’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 | $567K | Buy |
+25,427
| New | +$567K | ﹤0.01% | 1868 |
|
|
2025
Q1 | – | Sell |
-13,167
| Closed | -$298K | – | 2908 |
|
|
2024
Q4 | $298K | Buy |
13,167
+2,832
| +27% | +$64.2K | ﹤0.01% | 2212 |
|
|
2024
Q3 | $240K | Sell |
10,335
-2,143
| -17% | -$49.7K | ﹤0.01% | 2232 |
|
|
2024
Q2 | $283K | Sell |
12,478
-36,850
| -75% | -$834K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $1.11M | Buy |
49,328
+3,225
| +7% | +$72.4K | 0.01% | 1179 |
|
|
2023
Q4 | $1.02M | Buy |
+46,103
| New | +$1.02M | 0.01% | 1104 |
|