UBS Group’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
Q1 | – | Sell |
-1,739
| Closed | -$39.4K | – | 9436 |
|
2024
Q4 | $39.4K | Buy |
+1,739
| New | +$39.4K | ﹤0.01% | 6229 |
|
2023
Q4 | – | Sell |
-56
| Closed | -$1.15K | – | 8678 |
|
2023
Q3 | $1.15K | Sell |
56
-51
| -48% | -$1.04K | ﹤0.01% | 6931 |
|
2023
Q2 | $2.33K | Sell |
107
-46
| -30% | -$1K | ﹤0.01% | 6687 |
|
2023
Q1 | $3.3K | Buy |
+153
| New | +$3.3K | ﹤0.01% | 7246 |
|
2022
Q4 | – | Sell |
-1,729
| Closed | -$35K | – | 9891 |
|
2022
Q3 | $35K | Sell |
1,729
-220
| -11% | -$4.45K | ﹤0.01% | 5624 |
|
2022
Q2 | $42K | Buy |
1,949
+560
| +40% | +$12.1K | ﹤0.01% | 5048 |
|
2022
Q1 | $33K | Buy |
+1,389
| New | +$33K | ﹤0.01% | 5879 |
|
2021
Q4 | – | Sell |
-2,409
| Closed | -$64K | – | 9488 |
|
2021
Q3 | $64K | Buy |
2,409
+2,123
| +742% | +$56.4K | ﹤0.01% | 5053 |
|
2021
Q2 | $8K | Sell |
286
-714
| -71% | -$20K | ﹤0.01% | 7155 |
|
2021
Q1 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 6165 |
|