VAG
SHYG icon

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
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 – 812
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

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return