Quotient Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
259,886
+1,181
| +0.5% | +$26.3K | 0.17% | 38 |
|
|
2025
Q1 | $5.86M | Buy |
258,705
+9,549
| +4% | +$216K | 0.19% | 38 |
|
|
2024
Q4 | $5.65M | Buy |
249,156
+7,112
| +3% | +$161K | 0.18% | 37 |
|
|
2024
Q3 | $5.61M | Buy |
242,044
+11,914
| +5% | +$276K | 0.18% | 36 |
|
|
2024
Q2 | $5.21M | Buy |
230,130
+13,980
| +6% | +$317K | 0.18% | 38 |
|
|
2024
Q1 | $4.85M | Buy |
216,150
+35,462
| +20% | +$796K | 0.17% | 41 |
|
|
2023
Q4 | $4M | Buy |
+180,688
| New | +$4M | 0.16% | 66 |
|