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

Fortis Capital 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
2026 Q2	$608K	Sell	7,598 -661	-8%	-$52.9K	0.07%	224
2026 Q1	$657K	Buy	8,259 +28	+0.3%	+$2.25K	0.09%	200
2025 Q4	$664K	Buy	8,231 +238	+3%	+$19.2K	0.1%	176
2025 Q3	$649K	Buy	7,993 +35	+0.4%	+$2.82K	0.1%	159
2025 Q2	$642K	Buy	+7,958	New	+$627K	0.11%	138
2024 Q3	–	Sell	-3,900	Closed	-$301K	–	186
2024 Q2	$301K	Buy	+3,900	New	+$300K	0.11%	139
2023 Q3	–	Sell	-11,500	Closed	-$863K	–	110
2023 Q2	$863K	Sell	11,500 -5,610	-33%	-$419K	0.51%	35
2023 Q1	$1.29M	Buy	17,110 +17,010	+17,010%	+$1.27M	0.69%	28
2022 Q4	$7.36K	Buy	+100	New	+$7.37K	﹤0.01%	493

Other funds holding HYG

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fortis Capital Advisors's HYG Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8% in Q2 2026, selling an estimated $52.9K and leaving 7,598 shares worth $608K. The position accounts for 0.07% of the portfolio, ranked #224.

Fortis Capital Advisors first reported a position in HYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2023. 988 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Fortis Capital Advisors held 7,598 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $608K as of Q2 2026.
Fortis Capital Advisors sold 661 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $52.9K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #224 holding.
Fortis Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Fortis Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.29M in Q1 2023.
988 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.