Ishares Tr 0-5yr hi yl cp shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Ishares Tr 0-5yr hi yl cp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr 0-5yr hi yl cp held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr 0-5yr hi yl cp by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 48k | 42.61 |
| 2024-09-30 | $1.0M | 24k | 43.42 |
| 2024-06-30 | $6.0M | 142k | 42.20 |
| 2024-03-31 | $6.1M | 142k | 42.55 |