TruNorth Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

TruNorth Capital Management’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	$479K	Hold	6,015	–	–	0.09%	60
2025 Q4	$485K	Hold	6,015	–	–	0.09%	64
2025 Q3	$488K	Hold	6,015	–	–	0.1%	57
2025 Q2	$485K	Hold	6,015	–	–	0.11%	56
2025 Q1	$475K	Sell	6,015 -317	-5%	-$25.2K	0.12%	60
2024 Q4	$498K	Sell	6,332 -24	-0.4%	-$1.91K	0.14%	44
2024 Q3	$510K	Hold	6,356	–	–	0.15%	42
2024 Q2	$490K	Hold	6,356	–	–	0.16%	43
2024 Q1	$494K	Buy	+6,356	New	+$491K	0.17%	40

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return