SWP
SHYM

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

ShoreHaven 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 		$274K Sell
12,280
-13,990
-53% -$312K 0.11% 81
2025
Q1 		$596K Buy
26,270
+3,292
+14% +$74.6K 0.29% 55
2024
Q4 		$521K Sell
22,978
-917
-4% -$20.8K 0.25% 58
2024
Q3 		$554K Buy
+23,895
New +$554K 0.27% 55