Tria Gen Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History

Tria Gen Wealth Management LLC

$355 Million
Q3 2025

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 33,791 shares of SHYG stock, worth $1.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

33,791

Previous 34,144 1.03%

Holding current value

$1.45 Million

Previous $1.47 Million 0.61%

% of portfolio

0.41%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$42.75 - $43.37 $15,090 - $15,309	-353 Reduced 1.03%	33,791 $1.46 Million
Q2 2025 Jul 23, 2025	BUY	$40.82 - $43.14 $68,046 - $71,914	1,667 Added 5.13%	34,144 $1.47 Million
Q1 2025 May 13, 2025	BUY	$42.38 - $43.28 $170,621 - $174,245	4,026 Added 14.15%	32,477 $1.38 Million
Q4 2024 Jan 23, 2025	BUY	$42.33 - $43.3 $17,312 - $17,709	409 Added 1.46%	28,451 $1.21 Million
Q3 2024 Oct 18, 2024	BUY	$41.95 - $43.42 $32,595 - $33,737	777 Added 2.85%	28,042 $1.22 Million
Q2 2024 Jul 18, 2024	BUY	$41.64 - $42.32 $181,258 - $184,218	4,353 Added 19.0%	27,265 $1.15 Million
Q1 2024 Apr 23, 2024	BUY	$41.98 - $42.63 $961,845 - $976,738	22,912 New	22,912 $974,000

Others Institutions Holding SHYG

# of Institutions

604

Shares Held

126M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Tria Gen Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History