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

Bristlecone Advisors’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
2025 Q3	–	Sell	-1,967	Closed	-$80.7K	–	252
2025 Q2	$80.7K	Buy	+1,967	New	+$78.7K	0.01%	243
2024 Q4	–	Sell	-1,597	Closed	-$66.5K	–	368
2024 Q3	$66.5K	Buy	+1,597	New	+$65.4K	0.01%	314
2024 Q1	–	Sell	-14,490	Closed	-$592K	–	276
2023 Q4	$592K	Buy	+14,490	New	+$575K	0.06%	166
2023 Q3	–	Sell	-3,825	Closed	-$155K	–	265
2023 Q2	$155K	Sell	3,825 -10,649	-74%	-$427K	0.02%	266
2023 Q1	$590K	Buy	14,474 +7,926	+121%	+$322K	0.06%	159
2022 Q4	$261K	Buy	+6,548	New	+$263K	0.03%	223

Other funds holding HYGV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Bristlecone Advisors's HYGV Position: Q3 2025 in Review

Bristlecone Advisors sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q3 2025, closing a stake of 1,967 shares — an estimated $80.7K sold.

Bristlecone Advisors first reported a position in HYGV in Q4 2022 and held it in 6 quarters. The position peaked at $592K in Q4 2023. 93 funds tracked by Wall St. Rank hold HYGV as of Q3 2025.

Bristlecone Advisors reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,967 FlexShares High Yield Value-Scored Bond Index Fund shares in Q3 2025, an estimated $80.7K.
Bristlecone Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2022 and held it in 6 quarters.
Bristlecone Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $592K in Q4 2023.
93 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.