TCM
TruNorth Capital Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
6,015
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $475K | Sell |
6,015
-317
| -5% | -$25K | 0.12% | 60 |
|
|
2024
Q4 | $498K | Sell |
6,332
-24
| -0.4% | -$1.89K | 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 | +$494K | 0.17% | 40 |
|