49 Wealth Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

49 Wealth Management’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Buy	27,413 +299	+1%	+$12.1K	0.08%	69
2025 Q4	$1.1M	Buy	27,114 +4,650	+21%	+$190K	0.09%	65
2025 Q3	$926K	Sell	22,464 -199	-0.9%	-$8.14K	0.09%	63
2025 Q2	$930K	Buy	22,663 +435	+2%	+$17.4K	0.1%	58
2025 Q1	$898K	Buy	+22,228	New	+$908K	0.11%	65

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

49 Wealth Management's HYGV Position: Q1 2026 in Review

49 Wealth Management increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 1.1% in Q1 2026, buying an estimated $12.1K and bringing the position to 27,413 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #69.

49 Wealth Management first reported a position in HYGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

49 Wealth Management held 27,413 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $1.1M as of Q1 2026.
49 Wealth Management bought 299 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $12.1K.
FlexShares High Yield Value-Scored Bond Index Fund made up 0.08% of 49 Wealth Management's portfolio in Q1 2026, its #69 holding.
49 Wealth Management first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $1.1M in Q4 2025.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.