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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-55,143	Closed	-$2.39M	–	230
2025 Q3	$2.39M	Buy	55,143 +27,261	+98%	+$1.17M	1.39%	16
2025 Q2	$1.2M	Buy	+27,882	New	+$1.18M	0.75%	30
2025 Q1	–	Sell	-47,640	Closed	-$2.03M	–	168
2024 Q4	$2.03M	Buy	47,640 +23,751	+99%	+$1.02M	1.41%	15
2024 Q3	$1.04M	Sell	23,889 -118,328	-83%	-$5.06M	0.73%	29
2024 Q2	$6M	Sell	142,217 -93	-0.1%	-$3.92K	4.76%	2
2024 Q1	$6.06M	Buy	+142,310	New	+$6.02M	4.49%	3

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Whalen Wealth Management's SHYG Position: Q4 2025 in Review

Whalen Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 55,143 shares — an estimated $2.39M sold.

Whalen Wealth Management first reported a position in SHYG in Q1 2024 and held it in 6 quarters. The position peaked at $6.06M in Q1 2024. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Whalen Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 55,143 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $2.39M.
Whalen Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Whalen Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.06M in Q1 2024.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.