Acorn Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Acorn Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Sell	8,320 -287	-3%	-$12.2K	0.09%	206
2026 Q1	$364K	Sell	8,607 -75	-0.9%	-$3.2K	0.11%	174
2025 Q4	$372K	Sell	8,682 -316	-4%	-$13.6K	0.11%	171
2025 Q3	$390K	Buy	8,998 +1,236	+16%	+$53.2K	0.12%	168
2025 Q2	$335K	Buy	7,762 +53	+0.7%	+$2.24K	0.12%	160
2025 Q1	$328K	Sell	7,709 -275	-3%	-$11.8K	0.14%	151
2024 Q4	$340K	Sell	7,984 -70	-0.9%	-$3.01K	0.14%	143
2024 Q3	$350K	Buy	8,054 +308	+4%	+$13.2K	0.15%	142
2024 Q2	$327K	Buy	7,746 +709	+10%	+$29.8K	0.16%	135
2024 Q1	$299K	Buy	7,037 +58	+0.8%	+$2.46K	0.16%	137
2023 Q4	$295K	Buy	6,979 +701	+11%	+$28.9K	0.17%	130
2023 Q3	$258K	Buy	6,278 +762	+14%	+$31.5K	0.17%	137
2023 Q2	$229K	Buy	+5,516	New	+$227K	0.16%	154
2018 Q3	–	Sell	-1,608	Closed	-$75K	–	383
2018 Q2	$75K	Hold	1,608	–	–	0.06%	207
2018 Q1	$75K	Hold	1,608	–	–	0.06%	203
2017 Q4	$76K	Buy	+1,608	New	+$76.1K	0.07%	198

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acorn Wealth Advisors's SHYG Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.3% in Q2 2026, selling an estimated $12.2K and leaving 8,320 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #206.

Acorn Wealth Advisors first reported a position in SHYG in Q4 2017 and has held it in 16 quarters since. The position peaked at $390K in Q3 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Acorn Wealth Advisors held 8,320 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $353K as of Q2 2026.
Acorn Wealth Advisors sold 287 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Acorn Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 16 quarters since.
Acorn Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $390K in Q3 2025.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.