ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 55,143 Value ($000) $2,388 Avg Close — Range —
Q2 2025
Shares 27,882 Value ($000) $1,203 Avg Close — Range —
Q4 2024
Shares 47,640 Value ($000) $2,030 Avg Close — Range —
Q3 2024
Shares 23,889 Value ($000) $1,037 Avg Close — Range —
Q2 2024
Shares 142,217 Value ($000) $6,002 Avg Close — Range —
Q1 2024
Shares 142,310 Value ($000) $6,055 Avg Close — Range —