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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.54K	Hold	135
2025 Q1	$5.45K	Buy	+135
2023 Q3	–	Sell	-1,200
2023 Q2	$48.5K	Buy	+1,200