PPWP
SHYM

Premier Path Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Premier Path Wealth Partners’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 		$649K Sell
29,095
-2,090
-7% -$46.6K 0.09% 219
2025
Q1 		$707K Buy
31,185
+2,266
+8% +$51.4K 0.11% 192
2024
Q4 		$655K Sell
28,919
-147
-0.5% -$3.33K 0.1% 197
2024
Q3 		$674K Buy
29,066
+1,474
+5% +$34.2K 0.11% 197
2024
Q2 		$625K Buy
+27,592
New +$625K 0.11% 191