Monterey Private Wealth’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,598
Closed -$205K 124
2022
Q1
$205K Buy
+8,598
New +$215K 0.1% 121

Other funds holding SHYM

Monterey Private Wealth's SHYM Position: Q2 2022 in Review

Monterey Private Wealth sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q2 2022, closing a stake of 8,598 shares — an estimated $205K sold.

Monterey Private Wealth first reported a position in SHYM in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 15 funds tracked by Wall St. Rank hold SHYM as of Q2 2022.

  • Monterey Private Wealth reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 8,598 iShares Short Duration High Yield Muni Active ETF shares in Q2 2022, an estimated $205K.
  • Monterey Private Wealth first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's iShares Short Duration High Yield Muni Active ETF position peaked at $205K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.