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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

TruNorth Capital Management's HYG Position: Q2 2026 in Review

TruNorth Capital Management held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 6,015 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #70.

TruNorth Capital Management first reported a position in HYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $510K in Q3 2024. 985 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

TruNorth Capital Management held 6,015 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $481K as of Q2 2026.
TruNorth Capital Management left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.08% of TruNorth Capital Management's portfolio in Q2 2026, its #70 holding.
TruNorth Capital Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $510K in Q3 2024.
985 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.