Spire Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.3K Sell
2025
Q2
$48.7K Buy
2025
Q1
$24.4K Hold
2024
Q4
$24.4K Buy
2023
Q1
Sell
2022
Q4
$3K Sell
2022
Q3
$15K Hold
2022
Q2
$16K Hold
2022
Q1
$18K Hold
2021
Q4
$20K Buy