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Atria Investments’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Atria Investments’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 		$726K Buy
18,114
+9,465
+109% +$384K 0.01% 1245
2025
Q4 		$352K Buy
+8,649
New +$353K ﹤0.01% 1654

Other funds holding HYGV

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

Atria Investments's HYGV Position: Q1 2026 in Review

Atria Investments increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 109% in Q1 2026, buying an estimated $384K and bringing the position to 18,114 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #1245.

Atria Investments first reported a position in HYGV in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Atria Investments held 18,114 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $726K as of Q1 2026.
  • Atria Investments bought 9,465 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $384K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1245 holding.
  • Atria Investments first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.