MCWS
SHYM

McKinley Carter Wealth Services’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

McKinley Carter Wealth Services’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,676
Closed -$423K – 306
2024
Q4 		$423K Buy
18,676
+7,695
+70% +$174K 0.03% 213
2024
Q3 		$255K Buy
10,981
+240
+2% +$5.56K 0.02% 272
2024
Q2 		$243K Buy
10,741
+1,114
+12% +$25.2K 0.02% 280
2024
Q1 		$216K Buy
+9,627
New +$216K 0.01% 288