TWP
SHYM

Triad Wealth Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Triad Wealth Partners’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Hold
9,668
– – 0.04% 270
2025
Q1 		$219K Sell
9,668
-144
-1% -$3.26K 0.07% 195
2024
Q4 		$222K Buy
+9,812
New +$222K 0.08% 165