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Advisor Resource Council’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-15,655
Closed -$631K – 357
2025
Q1 		$631K Buy
+15,655
New +$640K 0.05% 323
2024
Q1 		– Sell
-5,819
Closed -$238K – 354
2023
Q4 		$238K Buy
+5,819
New +$231K 0.03% 408
2022
Q3 		– Sell
-13,542
Closed -$547K – 296
2022
Q2 		$547K Buy
+13,542
New +$587K 0.05% 274
2022
Q1 		– Sell
-14,714
Closed -$721K – 345
2021
Q4 		$721K Buy
+14,714
New +$726K 0.06% 277
2021
Q3 		– Sell
-13,434
Closed -$673K – 324
2021
Q2 		$673K Buy
+13,434
New +$667K 0.07% 253

Other funds holding HYGV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return