Kovitz Investment Group Partners’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	–	Sell	-219,470	Closed	-$4.98M	–	1396
2025 Q1	$4.98M	Buy	+219,470	New	+$4.98M	0.03%	411