Fortis Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Fortis Advisors’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
2023 Q1	–	Sell	-931	Closed	-$38.1K	–	282
2022 Q4	$38.1K	Buy	+931	New	+$38.1K	0.03%	164
2020 Q2	–	Sell	-919	Closed	-$38K	–	302
2020 Q1	$38K	Buy	+919	New	+$41.2K	0.03%	196
2017 Q4	–	Sell	-1,070	Closed	-$51K	–	301
2017 Q3	$51K	Buy	+1,070	New	+$51K	0.04%	169

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

JSTA

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Fortis Advisors's SHYG Position: Q1 2023 in Review

Fortis Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2023, closing a stake of 931 shares — an estimated $38.1K sold.

Fortis Advisors first reported a position in SHYG in Q3 2017 and held it in 3 quarters. The position peaked at $51K in Q3 2017. 500 funds tracked by Wall St. Rank hold SHYG as of Q1 2023.

Fortis Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Fortis Advisors sold 931 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2023, an estimated $38.1K.
Fortis Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and held it in 3 quarters.
Fortis Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $51K in Q3 2017.
500 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2023.

Based on Fortis Advisors's 13F filing for Q1 2023, filed 9 May 2023.