Triad Wealth Partners’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
$216K Hold
2025
Q2
$216K Hold
2025
Q1
$219K Sell
2024
Q4
$222K Buy