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 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

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

VisionPoint Advisory Group's HYG Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 5.1% in Q2 2026, selling an estimated $432K and leaving 99,603 shares worth $7.97M. The position accounts for 1.3% of the portfolio, ranked #13.

VisionPoint Advisory Group first reported a position in HYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.35M in Q1 2026. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

VisionPoint Advisory Group held 99,603 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $7.97M as of Q2 2026.
VisionPoint Advisory Group sold 5,395 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $432K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.3% of VisionPoint Advisory Group's portfolio in Q2 2026, its #13 holding.
VisionPoint Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
VisionPoint Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.35M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.