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Arax Advisory Partners’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Arax Advisory Partners’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
2024
Q1 		– Sell
-10
Closed -$409 – 1350
2023
Q4 		$409 Buy
+10
New +$397 ﹤0.01% 1238

Other funds holding HYGV

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Envestnet Asset Management
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KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Arax Advisory Partners's HYGV Position: Q1 2024 in Review

Arax Advisory Partners sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2024, closing a stake of 10 shares — an estimated $409 sold.

Arax Advisory Partners first reported a position in HYGV in Q4 2023 and held it in 1 quarter. The position peaked at $409 in Q4 2023. 93 funds tracked by Wall St. Rank hold HYGV as of Q1 2024.

  • Arax Advisory Partners reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Arax Advisory Partners sold 10 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2024, an estimated $409.
  • Arax Advisory Partners first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2023 and held it in 1 quarter.
  • Arax Advisory Partners's Northern Trust High Yield Value-Scored Bond ETF position peaked at $409 in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2024.

Based on Arax Advisory Partners's 13F filing for Q1 2024, filed 14 May 2024.