Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $87K | Buy |
3,838
+251
| +7% | +$5.69K | 0.08% | 179 |
|
|
2024
Q3 | $83K | Sell |
3,587
-31,546
| -90% | -$730K | 0.06% | 236 |
|
|
2024
Q2 | $795K | Buy |
35,133
+350
| +1% | +$7.92K | 0.06% | 224 |
|
|
2024
Q1 | $781K | Sell |
34,783
-1,658
| -5% | -$37.2K | 0.07% | 221 |
|
|
2023
Q4 | $806K | Buy |
36,441
+615
| +2% | +$13.6K | 0.08% | 204 |
|
|
2023
Q3 | $733K | Buy |
35,826
+858
| +2% | +$17.6K | 0.08% | 207 |
|
|
2023
Q2 | $761K | Buy |
+34,968
| New | +$761K | 0.08% | 210 |
|