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

Fortis Group 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 		$597K Sell
7,470
-73
-1% -$5.84K 0.1% 174
2026
Q1 		$606K Sell
7,543
-648
-8% -$52.1K 0.1% 178
2025
Q4 		$664K Buy
8,191
+5,481
+202% +$442K 0.11% 188
2025
Q3 		$219K Sell
2,710
-18
-0.7% -$1.45K 0.04% 222
2025
Q2 		$219K Sell
2,728
-569
-17% -$44.8K 0.04% 210
2025
Q1 		$260K Sell
3,297
-105,177
-97% -$8.35M 0.05% 170
2024
Q4 		$8.53M Buy
+108,474
New +$8.61M 1.59% 16
2024
Q3 		– Sell
-6,989
Closed -$539K – 507
2024
Q2 		$539K Sell
6,989
-274
-4% -$21.1K 0.11% 115
2024
Q1 		$565K Buy
+7,263
New +$561K 0.1% 122

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Fortis Group Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.97% in Q2 2026, selling an estimated $5.84K and leaving 7,470 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #174.

Fortis Group Advisors first reported a position in HYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.53M in Q4 2024. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Fortis Group Advisors held 7,470 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $597K as of Q2 2026.
  • Fortis Group Advisors sold 73 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.84K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.1% of Fortis Group Advisors's portfolio in Q2 2026, its #174 holding.
  • Fortis Group Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Fortis Group Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $8.53M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.