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	–	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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

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

VisionPoint Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q2 2026, buying an estimated $213K and bringing the position to 46,998 shares worth $1.99M. The position accounts for 0.33% of the portfolio, ranked #72.

VisionPoint Advisory Group first reported a position in SHYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.9M in Q3 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

VisionPoint Advisory Group held 46,998 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.99M as of Q2 2026.
VisionPoint Advisory Group bought 5,013 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $213K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.33% of VisionPoint Advisory Group's portfolio in Q2 2026, its #72 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 14 quarters since.
VisionPoint Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.9M in Q3 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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