Spire Wealth 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 | $48.7K | Buy |
2,184
+1,109
| +103% | +$24.7K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $24.4K | Hold |
1,075
| – | – | ﹤0.01% | 1541 |
|
|
2024
Q4 | $24.4K | Buy |
+1,075
| New | +$24.4K | ﹤0.01% | 1554 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$3K | – | 2614 |
|
|
2022
Q4 | $3K | Sell |
150
-600
| -80% | -$12K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $15K | Hold |
750
| – | – | ﹤0.01% | 1453 |
|
|
2022
Q2 | $16K | Hold |
750
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q1 | $18K | Hold |
750
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q4 | $20K | Buy |
+750
| New | +$20K | ﹤0.01% | 2125 |
|