WCFA
SHYM

Walkner Condon Financial Advisors’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Walkner Condon Financial Advisors’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
2023
Q4 		– Sell
-11,600
Closed -$237K – 279
2023
Q3 		$237K Hold
11,600
– – 0.06% 221
2023
Q2 		$253K Buy
+11,600
New +$251K 0.07% 202

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