VPP
SHYM

Vertex Planning Partners’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Vertex Planning 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 		$395K Buy
17,703
+1,244
+8% +$27.8K 0.08% 124
2025
Q1 		$373K Sell
16,459
-43
-0.3% -$975 0.08% 123
2024
Q4 		$374K Buy
16,502
+1,748
+12% +$39.6K 0.08% 130
2024
Q3 		$342K Buy
14,754
+3,271
+28% +$75.8K 0.08% 115
2024
Q2 		$260K Buy
+11,483
New +$260K 0.07% 134