Kovitz Investment Group Partners
SHYM

Kovitz Investment Group Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Kovitz Investment Group Partners’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
Q2 		– Sell
-219,470
Closed -$4.98M – 1410
2025
Q1 		$4.98M Buy
+219,470
New +$5.01M 0.03% 412

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