Axxcess Wealth Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
53,322
+3,093
| +6% | +$127K | 0.05% | 273 |
|
|
2025
Q1 | $2.03M | Buy |
50,229
+396
| +0.8% | +$16K | 0.05% | 261 |
|
|
2024
Q4 | $2.03M | Buy |
49,833
+3,300
| +7% | +$134K | 0.05% | 268 |
|
|
2024
Q3 | $1.94M | Buy |
46,533
+21,693
| +87% | +$904K | 0.05% | 271 |
|
|
2024
Q2 | $1M | Buy |
24,840
+17,233
| +227% | +$696K | 0.03% | 374 |
|
|
2024
Q1 | $313K | Buy |
+7,607
| New | +$313K | 0.01% | 652 |
|