OneDigital Investment Advisors’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
-9,268
Closed -$210K 1518
2025
Q1
$210K Hold
9,268
﹤0.01% 1305
2024
Q4
$210K Buy
+9,268
New +$210K ﹤0.01% 1311