KIM
SHYM

Kestra Investment Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kestra Investment Management’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-492,820
Closed -$11M – 478
2025
Q3 		$11M Sell
492,820
-467,056
-49% -$10.3M 0.3% 50
2025
Q2 		$21.6M Buy
959,876
+453,124
+89% +$10M 0.33% 51
2025
Q1 		$11.5M Buy
+506,752
New +$11.6M 0.36% 48

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SEM
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QWP
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TC
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DWM
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