Orgel Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Orgel Wealth Management’s Portfolio SHYM Stock Details SHYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$2.13M	Buy
2025 Q1	$2.16M	Buy
2024 Q4	$1.73M	Buy
2024 Q3	$1.76M	Buy