OWM
SHYM

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Buy
95,515
+15
+0% +$335 0.05% 40
2025
Q1 		$2.16M Buy
95,500
+19,187
+25% +$435K 0.06% 36
2024
Q4 		$1.73M Buy
76,313
+375
+0.5% +$8.5K 0.05% 39
2024
Q3 		$1.76M Buy
+75,938
New +$1.76M 0.04% 40