VR
SHYM

Valued Retirements’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Valued Retirements’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,216
Closed -$608K – 85
2024
Q3 		$608K Hold
26,216
– – 0.84% 32
2024
Q2 		$594K Sell
26,216
-7,234
-22% -$164K 0.9% 28
2024
Q1 		$751K Sell
33,450
-2,742
-8% -$61.6K 1.2% 19
2023
Q4 		$801K Buy
+36,192
New +$801K 1.39% 19