Signet Financial Management’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
$330K Buy
14,809
+1,555
+12% +$34.7K 0.04% 228
2025
Q1
$300K Sell
13,254
-1,721
-11% -$39K 0.04% 236
2024
Q4
$339K Buy
14,975
+214
+1% +$4.85K 0.04% 216
2024
Q3
$342K Buy
14,761
+2,710
+22% +$62.8K 0.04% 219
2024
Q2
$273K Sell
12,051
-56
-0.5% -$1.27K 0.04% 234
2024
Q1
$272K Buy
+12,107
New +$272K 0.04% 242