Wetzel Investment Advisors’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
Q2 | – | Sell |
-8,828
| Closed | -$200K | – | 137 |
|
|
2025
Q1 | $200K | Hold |
8,828
| – | – | 0.1% | 121 |
|
|
2024
Q4 | $200K | Hold |
8,828
| – | – | 0.1% | 120 |
|
|
2024
Q3 | $205K | Hold |
8,828
| – | – | 0.1% | 118 |
|
|
2024
Q2 | $198K | Hold |
8,828
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $195K | Hold |
8,828
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $195K | Buy |
+8,828
| New | +$195K | 0.12% | 112 |
|