Kuhn & Co Investment Counsel’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
$356K Buy
15,972
+1,802
+13% +$40.2K 0.27% 102
2025
Q1
$321K Buy
14,170
+425
+3% +$9.64K 0.27% 103
2024
Q4
$311K Buy
13,745
+3,830
+39% +$86.8K 0.26% 105
2024
Q3
$230K Buy
9,915
+585
+6% +$13.6K 0.2% 123
2024
Q2
$211K Buy
+9,330
New +$211K 0.19% 120