Fortitude Advisory Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Fortitude Advisory Group’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	$237K	Sell	2,965 -36	-1%	-$2.88K	0.09%	197
2026 Q1	$239K	Sell	3,001 -847	-22%	-$68.1K	0.11%	181
2025 Q4	$310K	Buy	3,848 +150	+4%	+$12.1K	0.13%	136
2025 Q3	$300K	Hold	3,698	–	–	0.16%	140
2025 Q2	$298K	Buy	+3,698	New	+$291K	0.17%	136
2025 Q1	–	Sell	-3,749	Closed	-$295K	–	209
2024 Q4	$295K	Sell	3,749 -60	-2%	-$4.76K	0.18%	125
2024 Q3	$306K	Hold	3,809	–	–	0.19%	121
2024 Q2	$294K	Hold	3,809	–	–	0.18%	121
2024 Q1	$296K	Hold	3,809	–	–	0.17%	132
2023 Q4	$295K	Sell	3,809 -91	-2%	-$6.78K	0.18%	135
2023 Q3	$287K	Hold	3,900	–	–	0.19%	120
2023 Q2	$293K	Buy	+3,900	New	+$291K	0.21%	119
2023 Q1	–	Sell	-4,060	Closed	-$299K	–	227
2022 Q4	$299K	Buy	+4,060	New	+$299K	0.25%	118
2022 Q2	–	Sell	-337	Closed	-$28K	–	671
2022 Q1	$28K	Sell	337 -820	-71%	-$68.6K	0.01%	717
2021 Q4	$100K	Buy	+1,157	New	+$100K	0.05%	348

Other funds holding HYG

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Fortitude Advisory Group's HYG Position: Q2 2026 in Review

Fortitude Advisory Group reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.2% in Q2 2026, selling an estimated $2.88K and leaving 2,965 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #197.

Fortitude Advisory Group first reported a position in HYG in Q4 2021 and has held it in 15 quarters since. The position peaked at $310K in Q4 2025. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Fortitude Advisory Group held 2,965 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $237K as of Q2 2026.
Fortitude Advisory Group sold 36 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.88K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #197 holding.
Fortitude Advisory Group first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Fortitude Advisory Group's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $310K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.