Whalen Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Whalen Wealth Management’s Portfolio SHYG Stock Details SHYG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.39M	Buy
2025 Q2	$1.2M	Buy
2025 Q1	–	Sell
2024 Q4	$2.03M	Buy
2024 Q3	$1.04M	Sell
2024 Q2	$6M	Sell
2024 Q1	$6.06M	Buy