Fortis Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-46	Closed	-$3.48K	–	158
2023 Q1	$3.48K	Buy	+46	New	+$3.45K	﹤0.01%	233
2018 Q3	–	Sell	-54	Closed	-$5K	–	307
2018 Q2	$5K	Hold	54	–	–	﹤0.01%	290
2018 Q1	$5K	Hold	54	–	–	﹤0.01%	284
2017 Q4	$5K	Sell	54 -28	-34%	-$2.46K	﹤0.01%	264
2017 Q3	$7K	Buy	+82	New	+$7.24K	﹤0.01%	246

Other funds holding HYG

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortis Advisors's HYG Position: Q2 2023 in Review

Fortis Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2023, closing a stake of 46 shares — an estimated $3.48K sold.

Fortis Advisors first reported a position in HYG in Q3 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2017. 862 funds tracked by Wall St. Rank hold HYG as of Q2 2023.

Fortis Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 46 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2023, an estimated $3.48K.
Fortis Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
Fortis Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $7K in Q3 2017.
862 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.