Sunbelt Securities’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 | $169K | Buy |
7,445
+636
| +9% | +$14.4K | 0.01% | 631 |
|
|
2025
Q1 | $154K | Sell |
6,809
-636
| -9% | -$14.4K | 0.01% | 628 |
|
|
2024
Q4 | $169K | Buy |
7,445
+3,513
| +89% | +$79.8K | 0.01% | 632 |
|
|
2024
Q3 | $91.1K | Buy |
3,932
+3,447
| +711% | +$79.9K | 0.01% | 786 |
|
|
2024
Q2 | $11K | Hold |
485
| – | – | ﹤0.01% | 1248 |
|
|
2024
Q1 | $10.9K | Hold |
485
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q4 | $10.7K | Sell |
485
-200
| -29% | -$4.42K | ﹤0.01% | 1152 |
|
|
2023
Q3 | $14K | Buy |
685
+400
| +140% | +$8.18K | ﹤0.01% | 1081 |
|
|
2023
Q2 | $6.2K | Hold |
285
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q1 | $6.12K | Buy |
+285
| New | +$6.12K | ﹤0.01% | 1248 |
|