AWA
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Arete Wealth Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Arete Wealth Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,315
Closed -$255K – 768
2025
Q1 		$255K Buy
6,315
+1,024
+19% +$41.3K 0.02% 597
2024
Q4 		$215K Buy
5,291
+64
+1% +$2.6K 0.02% 674
2024
Q3 		$218K Buy
+5,227
New +$218K 0.02% 626