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Ishares Tr 0-5yr hi yl cp shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr 0-5yr hi yl cp (SHYG) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Ishares Tr 0-5yr hi yl cp

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All positions including Ishares Tr 0-5yr hi yl cp held by Acorn Wealth Advisors 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 Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $299k 7.0k 42.55
2023-12-31 $295k 7.0k 42.22
2023-09-30 $258k 6.3k 41.03
2023-06-30 $229k 5.5k 41.45
2018-06-30 $75k 1.6k 46.64
2018-03-31 $75k 1.6k 46.64
2017-12-31 $76k 1.6k 47.26