Monterey Private Wealth’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
2022
Q2
Sell
-8,598
Closed -$205K 124
2022
Q1
$205K Buy
+8,598
New +$205K 0.1% 121