North Star Investment 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
2023
Q1
Sell
-5,142
Closed -$109K 1341
2022
Q4
$109K Buy
5,142
+75
+1% +$1.58K 0.01% 485
2022
Q3
$104K Buy
+5,067
New +$104K 0.01% 444