PFWA
SHYM
Paces Ferry Wealth Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,416
| Closed | -$304K | – | 134 |
|
|
2024
Q4 | $304K | Buy |
+13,416
| New | +$304K | 0.15% | 91 |
|
|
2023
Q3 | – | Sell |
-9,298
| Closed | -$202K | – | 112 |
|
|
2023
Q2 | $202K | Hold |
9,298
| – | – | 0.15% | 104 |
|
|
2023
Q1 | $201K | Sell |
9,298
-1,203
| -11% | -$26K | 0.16% | 109 |
|
|
2022
Q4 | $222K | Buy |
+10,501
| New | +$222K | 0.22% | 98 |
|