Whalen Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
+27,882
| New | +$1.2M | 0.75% | 30 |
|
|
2025
Q1 | – | Sell |
-47,640
| Closed | -$2.03M | – | 168 |
|
|
2024
Q4 | $2.03M | Buy |
47,640
+23,751
| +99% | +$1.01M | 1.41% | 15 |
|
|
2024
Q3 | $1.04M | Sell |
23,889
-118,328
| -83% | -$5.14M | 0.73% | 29 |
|
|
2024
Q2 | $6M | Sell |
142,217
-93
| -0.1% | -$3.93K | 4.76% | 2 |
|
|
2024
Q1 | $6.06M | Buy |
+142,310
| New | +$6.06M | 4.49% | 3 |
|