Fortis Group Advisors’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 | $219K | Sell |
2,728
-569
| -17% | -$45.7K | 0.04% | 210 |
|
|
2025
Q1 | $260K | Sell |
3,297
-105,177
| -97% | -$8.3M | 0.05% | 170 |
|
|
2024
Q4 | $8.53M | Buy |
+108,474
| New | +$8.53M | 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 | +$565K | 0.1% | 122 |
|