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 Q3	$464K	Hold	6,015	–	–	0.07%	75
2026 Q2	$481K	Hold	6,015	–	–	0.08%	70
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

APU

Acasta Partners UK London $223M AUM 3.18% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

TruNorth Capital Management's HYG Position: Q3 2026 in Review

TruNorth Capital Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q3 2026 at 6,015 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #75.

TruNorth Capital Management first reported a position in HYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $510K in Q3 2024. 126 funds tracked by Wall St. Rank hold HYG as of Q3 2026.

TruNorth Capital Management held 6,015 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $464K as of Q3 2026.
TruNorth Capital Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.07% of TruNorth Capital Management's portfolio in Q3 2026, its #75 holding.
TruNorth Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
TruNorth Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $510K in Q3 2024.
126 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.