Allworth Financial’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $741K | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $5.83M | Sell |
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|
2021
Q4 | $6.34M | Sell |
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|
2021
Q3 | $6.52M | Sell |
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|
2021
Q2 | $7.43M | Buy |
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