Visionary Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Visionary Wealth Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$971K	Buy	12,199 +1,095	+10%	+$88.1K	0.04%	295
2025 Q4	$895K	Buy	11,104 +1,146	+12%	+$92.4K	0.04%	292
2025 Q3	$809K	Sell	9,958 -8,648	-46%	-$697K	0.04%	310
2025 Q2	$1.5M	Sell	18,606 -35	-0.2%	-$2.76K	0.08%	228
2025 Q1	$1.47M	Buy	18,641 +5,954	+47%	+$473K	0.09%	209
2024 Q4	$998K	Buy	12,687 +1,807	+17%	+$143K	0.06%	254
2024 Q3	$874K	Buy	10,880 +2,840	+35%	+$223K	0.05%	270
2024 Q2	$620K	Sell	8,040 -641	-7%	-$49.3K	0.04%	298
2024 Q1	$675K	Buy	8,681 +605	+7%	+$46.8K	0.05%	282
2023 Q4	$625K	Sell	8,076 -413	-5%	-$30.8K	0.05%	283
2023 Q3	$626K	Buy	8,489 +2,536	+43%	+$189K	0.05%	265
2023 Q2	$447K	Buy	5,953 +1,846	+45%	+$138K	0.04%	309
2023 Q1	$310K	Buy	4,107 +452	+12%	+$33.9K	0.03%	352
2022 Q4	$269K	Sell	3,655 -41,166	-92%	-$3.03M	0.02%	344
2022 Q3	$3.2M	Buy	44,821 +228	+0.5%	+$17.2K	0.33%	78
2022 Q2	$3.28M	Sell	44,593 -2,824	-6%	-$220K	0.29%	89
2022 Q1	$3.9M	Buy	47,417 +9,584	+25%	+$801K	0.31%	86
2021 Q4	$3.29M	Buy	37,833 +3,494	+10%	+$303K	0.27%	91
2021 Q3	$3M	Buy	34,339 +743	+2%	+$65.2K	0.31%	82
2021 Q2	$2.96M	Sell	33,596 -1,849	-5%	-$161K	0.3%	82
2021 Q1	$3.09M	Sell	35,445 -2,396	-6%	-$208K	0.33%	84
2020 Q4	$3.3M	Buy	37,841 +3,270	+9%	+$280K	0.37%	69
2020 Q3	$2.9M	Buy	34,571 +8,840	+34%	+$744K	0.41%	65
2020 Q2	$2.1M	Buy	25,731 +2,126	+9%	+$171K	0.32%	83
2020 Q1	$1.82M	Buy	23,605 +1,722	+8%	+$145K	0.34%	80
2019 Q4	$1.92M	Buy	+21,883	New	+$1.9M	0.34%	70

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Visionary Wealth Advisors's HYG Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.9% in Q1 2026, buying an estimated $88.1K and bringing the position to 12,199 shares worth $971K. The position accounts for 0.04% of the portfolio, ranked #295.

Visionary Wealth Advisors first reported a position in HYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.9M in Q1 2022. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Visionary Wealth Advisors held 12,199 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $971K as of Q1 2026.
Visionary Wealth Advisors bought 1,095 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $88.1K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q1 2026, its #295 holding.
Visionary Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
Visionary Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.9M in Q1 2022.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.