PWM
SHYM
Prentice Wealth Management’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
Q2 | $7.08M | Buy |
317,137
+8,166
| +3% | +$182K | 1.86% | 12 |
|
|
2025
Q1 | $7M | Buy |
308,971
+6,338
| +2% | +$144K | 2.02% | 13 |
|
|
2024
Q4 | $6.86M | Buy |
302,633
+21,390
| +8% | +$485K | 1.98% | 13 |
|
|
2024
Q3 | $6.52M | Buy |
281,243
+55,061
| +24% | +$1.28M | 1.94% | 14 |
|
|
2024
Q2 | $5.12M | Buy |
226,182
+55,865
| +33% | +$1.26M | 1.67% | 14 |
|
|
2024
Q1 | $3.82M | Buy |
170,317
+77,128
| +83% | +$1.73M | 1.33% | 15 |
|
|
2023
Q4 | $2.06M | Buy |
93,189
+37,490
| +67% | +$829K | 0.8% | 18 |
|
|
2023
Q3 | $1.14M | Buy |
55,699
+45,883
| +467% | +$938K | 0.51% | 26 |
|
|
2023
Q2 | $214K | Buy |
+9,816
| New | +$214K | 0.1% | 94 |
|