TWM
SHYM

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

Tolleson Wealth Management’s Portfolio SHYM Stock Details SHYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Sell
65,600
-1,970
-3% -$44K 0.25% 36
2025
Q1 		$1.53M Hold
67,570
– – 0.3% 31
2024
Q4 		$1.53M Buy
+67,570
New +$1.53M 0.31% 31