Whalen Wealth Management Inc. Ishares 0 5 Year High Yield CO Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 55,143 shares of SHYG stock, worth $2.36 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

55,143

Previous 27,882 97.77%

Holding current value

$2.36 Million

Previous $1.2 Billion 98.51%

% of portfolio

1.39%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$42.75 - $43.37 $1.17 Million - $1.18 Million	27,261 Added 97.77%	55,143 $2.39 Billion
Q2 2025 Aug 04, 2025	BUY	$40.82 - $43.14 $1.14 Million - $1.2 Million	27,882 New	27,882 $1.2 Billion
Q4 2024 Jan 17, 2025	BUY	$42.33 - $43.3 $1.01 Million - $1.03 Million	23,751 Added 99.42%	47,640 $2.03 Billion
Q3 2024 Nov 07, 2024	SELL	$41.95 - $43.42 $4.96 Million - $5.14 Million	-118,328 Reduced 83.2%	23,889 $1.04 Billion
Q2 2024 Aug 01, 2024	SELL	$41.64 - $42.32 $3,872 - $3,935	-93 Reduced 0.07%	142,217 $6 Billion

Q1 2024 Apr 24, 2024	BUY	$41.98 - $42.63 $5.97 Million - $6.07 Million	142,310 New	142,310 $6.06 Billion

Others Institutions Holding SHYG

# of Institutions

617

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Whalen Wealth Management Inc. Ishares 0 5 Year High Yield CO Transaction History