Fortis Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
49,504
-7,218
| -13% | -$582K | 0.62% | 45 |
|
|
2025
Q1 | $4.47M | Buy |
56,722
+32,699
| +136% | +$2.58M | 0.87% | 37 |
|
|
2024
Q4 | $1.89M | Buy |
24,023
+2,481
| +12% | +$195K | 0.35% | 56 |
|
|
2024
Q3 | $1.73M | Buy |
21,542
+3,228
| +18% | +$259K | 0.35% | 59 |
|
|
2024
Q2 | $1.41M | Buy |
18,314
+14,126
| +337% | +$1.09M | 0.3% | 62 |
|
|
2024
Q1 | $325K | Buy |
+4,188
| New | +$325K | 0.09% | 93 |
|