Caldwell Trust’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Caldwell Trust’s Portfolio HYGV Stock Details HYGV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.56K	Hold
2025 Q2	$5.54K	Hold
2025 Q1	$5.45K	Buy
2023 Q3	–	Sell
2023 Q2	$48.5K	Buy