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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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 |
|---|---|---|---|
| 2025-09-30 | $390k | 9.0k | 43.30 |
| 2025-06-30 | $335k | 7.8k | 43.14 |
| 2025-03-31 | $328k | 7.7k | 42.52 |
| 2024-12-31 | $340k | 8.0k | 42.61 |
| 2024-09-30 | $350k | 8.1k | 43.42 |
| 2024-06-30 | $327k | 7.7k | 42.20 |
| 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 |