VisionPoint Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

VisionPoint Advisory Group’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 Q3	$3.18M	Sell	41,157 -58,446	-59%	-$4.63M	0.5%	52
2026 Q2	$7.97M	Sell	99,603 -5,395	-5%	-$432K	1.3%	13
2026 Q1	$8.35M	Buy	104,998 +40,413	+63%	+$3.25M	1.57%	10
2025 Q4	$5.21M	Buy	64,585 +8,195	+15%	+$661K	1.01%	19
2025 Q3	$4.58M	Buy	56,390 +2,357	+4%	+$190K	0.91%	23
2025 Q2	$4.36M	Buy	+54,033	New	+$4.26M	0.95%	21
2025 Q1	–	Sell	-1,892	Closed	-$149K	–	252
2024 Q4	$149K	Sell	1,892 -2,519	-57%	-$200K	0.05%	212
2024 Q3	$354K	Sell	4,411 -556	-11%	-$43.7K	0.12%	128
2024 Q2	$383K	Sell	4,967 -5,454	-52%	-$419K	0.14%	122
2024 Q1	$810K	Buy	10,421 +1,863	+22%	+$144K	0.29%	90
2023 Q4	$662K	Buy	8,558 +7,614	+807%	+$568K	0.24%	79
2023 Q3	$69.6K	Sell	944 -1,293	-58%	-$96.5K	0.03%	221
2023 Q2	$168K	Buy	+2,237	New	+$167K	0.07%	143

Other funds holding HYG

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

VisionPoint Advisory Group's HYG Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 59% in Q3 2026, selling an estimated $4.63M and leaving 41,157 shares worth $3.18M. The position accounts for 0.5% of the portfolio, ranked #52.

VisionPoint Advisory Group first reported a position in HYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.35M in Q1 2026. 235 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

VisionPoint Advisory Group held 41,157 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $3.18M as of Q3 2026.
VisionPoint Advisory Group sold 58,446 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2026, an estimated $4.63M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.5% of VisionPoint Advisory Group's portfolio in Q3 2026, its #52 holding.
VisionPoint Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
VisionPoint Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.35M in Q1 2026.
235 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.