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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
7,762
+53
| +0.7% | +$2.29K | 0.12% | 160 |
|
|
2025
Q1 | $328K | Sell |
7,709
-275
| -3% | -$11.7K | 0.14% | 151 |
|
|
2024
Q4 | $340K | Sell |
7,984
-70
| -0.9% | -$2.98K | 0.14% | 143 |
|
|
2024
Q3 | $350K | Buy |
8,054
+308
| +4% | +$13.4K | 0.15% | 142 |
|
|
2024
Q2 | $327K | Buy |
7,746
+709
| +10% | +$29.9K | 0.16% | 135 |
|
|
2024
Q1 | $299K | Buy |
7,037
+58
| +0.8% | +$2.47K | 0.16% | 137 |
|
|
2023
Q4 | $295K | Buy |
6,979
+701
| +11% | +$29.6K | 0.17% | 130 |
|
|
2023
Q3 | $258K | Buy |
6,278
+762
| +14% | +$31.3K | 0.17% | 137 |
|
|
2023
Q2 | $229K | Buy |
+5,516
| New | +$229K | 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 | +$76K | 0.07% | 198 |
|