Planning Capital Management Corporation’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
2024
Q3
$38.3K Hold
1,651
0.03% 209
2024
Q2
$37.4K Hold
1,651
0.03% 218
2024
Q1
$37.1K Hold
1,651
0.03% 217
2023
Q4
$36.5K Buy
+1,651
New +$36.5K 0.03% 218