Steward Partners Investment Advisory’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 | $41.5K | Sell |
1,860
-202
| -10% | -$4.51K | ﹤0.01% | 2566 |
|
|
2025
Q1 | $46.7K | Sell |
2,062
-218
| -10% | -$4.94K | ﹤0.01% | 2420 |
|
|
2024
Q4 | $51.7K | Buy |
2,280
+1,434
| +170% | +$32.5K | ﹤0.01% | 2321 |
|
|
2024
Q3 | $19.6K | Hold |
846
| – | – | ﹤0.01% | 2668 |
|
|
2024
Q2 | $19.2K | Hold |
846
| – | – | ﹤0.01% | 2557 |
|
|
2024
Q1 | $19K | Hold |
846
| – | – | ﹤0.01% | 2542 |
|
|
2023
Q4 | $18.7K | Hold |
846
| – | – | ﹤0.01% | 2439 |
|
|
2023
Q3 | $17.3K | Hold |
846
| – | – | ﹤0.01% | 2380 |
|
|
2023
Q2 | $18.4K | Hold |
846
| – | – | ﹤0.01% | 2328 |
|
|
2023
Q1 | $18.3K | Hold |
846
| – | – | ﹤0.01% | 2281 |
|
|
2022
Q4 | $17.9K | Buy |
+846
| New | +$17.9K | ﹤0.01% | 2292 |
|