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 Q2	$1.28M	Buy	16,064 +3,865	+32%	+$309K	0.05%	266
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 $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Visionary Wealth Advisors's HYG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 32% in Q2 2026, buying an estimated $309K and bringing the position to 16,064 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #266.

Visionary Wealth Advisors first reported a position in HYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q1 2022. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Visionary Wealth Advisors held 16,064 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.28M as of Q2 2026.
Visionary Wealth Advisors bought 3,865 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $309K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #266 holding.
Visionary Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $3.9M in Q1 2022.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.