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

Truvestments Capital’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
2025 Q2	–	Sell	-130	Closed	-$10.3K	–	1030
2025 Q1	$10.3K	Buy	+130	New	+$10.3K	﹤0.01%	653
2020 Q2	–	Sell	-1,507	Closed	-$116K	–	594
2020 Q1	$116K	Buy	+1,507	New	+$127K	0.15%	117
2018 Q3	$36K	Sell	420 -2,919	-87%	-$251K	0.02%	437
2018 Q2	$284K	Buy	+3,339	New	+$286K	0.18%	135

Other funds holding HYG

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

JSTA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Truvestments Capital's HYG Position: Q2 2025 in Review

Truvestments Capital sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q2 2025, closing a stake of 130 shares — an estimated $10.3K sold.

Truvestments Capital first reported a position in HYG in Q2 2018 and held it in 4 quarters. The position peaked at $284K in Q2 2018. 925 funds tracked by Wall St. Rank hold HYG as of Q2 2025.

Truvestments Capital reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 130 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2025, an estimated $10.3K.
Truvestments Capital first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
Truvestments Capital's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $284K in Q2 2018.
925 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.