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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

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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
2024-03-31 $6.1M 142k 42.55

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
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View all positions for Whalen Wealth Management

Top funds holding Ishares Tr 0-5yr hi yl cp

Royal Bank of Canada
Empower Advisory Group
Bramshill Investments
Assetmark
Financial Gravity Wealth
Grimes & Company
State of New Jersey Common Pension Fund D
BlackRock
Commonwealth Equity Services
Envestnet Asset Management
Townsquare Capital
Wealthfront Advisers
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation

View all funds holding Ishares Tr 0-5yr hi yl cp