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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$493K	Buy
2025 Q2	$395K	Buy
2025 Q1	$373K	Sell
2024 Q4	$374K	Buy
2024 Q3	$342K	Buy
2024 Q2	$260K	Buy