Acorn Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Buy |
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2025
Q2 | $335K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $76K | Buy |
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