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 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 $1.66T AUM 25.57% 1-Year Est. Return

CCMG

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

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fortis Capital Advisors's HYG Position: Q1 2026 in Review

Fortis Capital Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.34% in Q1 2026, buying an estimated $2.25K and bringing the position to 8,259 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #200.

Fortis Capital Advisors first reported a position in HYG in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2023. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Fortis Capital Advisors held 8,259 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $657K as of Q1 2026.
Fortis Capital Advisors bought 28 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.25K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Fortis Capital Advisors's portfolio in Q1 2026, its #200 holding.
Fortis Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $1.29M in Q1 2023.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.