VisionPoint Advisory Group’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-22,829	Closed	-$845K	–	503
2026 Q2	$845K	Buy	+22,829	New	+$845K	0.14%	171
2026 Q1	–	Sell	-80,090	Closed	-$2.99M	–	477
2025 Q4	$2.99M	Sell	80,090 -2,282	-3%	-$85.5K	0.58%	43
2025 Q3	$3.11M	Buy	82,372 +1,718	+2%	+$64.4K	0.62%	37
2025 Q2	$3.03M	Buy	80,654 +3,237	+4%	+$119K	0.66%	32
2025 Q1	$2.85M	Buy	77,417 +17,617	+29%	+$653K	0.98%	28
2024 Q4	$2.2M	Sell	59,800 -4,290	-7%	-$160K	0.75%	37
2024 Q3	$2.41M	Buy	+64,090	New	+$2.37M	0.81%	33

Other funds holding USHY

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

VisionPoint Advisory Group sold out of iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q3 2026, closing a stake of 22,829 shares — an estimated $845K sold.

VisionPoint Advisory Group first reported a position in USHY in Q3 2024 and held it in 7 quarters. The position peaked at $3.11M in Q3 2025. 39 funds tracked by Wall St. Rank hold USHY as of Q3 2026.

VisionPoint Advisory Group reported no remaining iShares Broad USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 22,829 iShares Broad USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $845K.
VisionPoint Advisory Group first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
VisionPoint Advisory Group's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.11M in Q3 2025.
39 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q3 2026.

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