New Capital Management’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 | – | Sell |
-11,160
| Closed | -$253K | – | 59 |
|
|
2025
Q1 | $253K | Hold |
11,160
| – | – | 0.07% | 47 |
|
|
2024
Q4 | $253K | Hold |
11,160
| – | – | 0.07% | 47 |
|
|
2024
Q3 | $259K | Hold |
11,160
| – | – | 0.07% | 47 |
|
|
2024
Q2 | $253K | Hold |
11,160
| – | – | 0.08% | 49 |
|
|
2024
Q1 | $251K | Hold |
11,160
| – | – | 0.07% | 52 |
|
|
2023
Q4 | $247K | Buy |
+11,160
| New | +$247K | 0.08% | 49 |
|