VisionPoint Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

VisionPoint Advisory Group’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.51M	Sell	36,596 -10,402	-22%	-$437K	0.24%	92
2026 Q2	$1.99M	Buy	46,998 +5,013	+12%	+$213K	0.33%	72
2026 Q1	$1.78M	Sell	41,985 -25,724	-38%	-$1.1M	0.33%	71
2025 Q4	$2.9M	Buy	67,709 +621	+0.9%	+$26.6K	0.57%	45
2025 Q3	$2.9M	Buy	67,088 +4,307	+7%	+$185K	0.58%	44
2025 Q2	$2.71M	Buy	62,781 +27,695	+79%	+$1.17M	0.59%	42
2025 Q1	$1.49M	Buy	35,086 +2,990	+9%	+$128K	0.51%	56
2024 Q4	$1.37M	Sell	32,096 -4,471	-12%	-$192K	0.47%	65
2024 Q3	$1.59M	Buy	36,567 +598	+2%	+$25.6K	0.54%	55
2024 Q2	$1.52M	Buy	35,969 +1,656	+5%	+$69.7K	0.54%	52
2024 Q1	$1.46M	Buy	34,313 +6,548	+24%	+$277K	0.53%	51
2023 Q4	$1.17M	Buy	+27,765	New	+$1.15M	0.43%	63
2023 Q3	–	Sell	-46,031	Closed	-$1.91M	–	810
2023 Q2	$1.91M	Buy	46,031 +28,378	+161%	+$1.17M	0.78%	40
2023 Q1	$724K	Buy	17,653 +5,840	+49%	+$242K	0.32%	65
2022 Q4	$490K	Buy	+11,813	New	+$483K	0.2%	81

Other funds holding SHYG

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

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

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

VisionPoint Advisory Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 22% in Q3 2026, selling an estimated $437K and leaving 36,596 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #92.

VisionPoint Advisory Group first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.9M in Q3 2025. 134 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

VisionPoint Advisory Group held 36,596 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.51M as of Q3 2026.
VisionPoint Advisory Group sold 10,402 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $437K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q3 2026, its #92 holding.
VisionPoint Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
VisionPoint Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.9M in Q3 2025.
134 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

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