Castleview Partners’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Castleview Partners’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
2022 Q3	–	Sell	-10,757	Closed	-$247K	–	669
2022 Q2	$247K	Buy	10,757 +8,738	+433%	+$379K	0.2%	115
2022 Q1	$93K	Sell	2,019 -73,915	-97%	-$3.48M	0.06%	243
2021 Q4	$1.55K	Buy	+75,934	New	+$3.75M	0.01%	318
2021 Q2	$21K	Buy	+415	New	+$20.6K	0.01%	547

Other funds holding HYGV

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

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Envestnet Asset Management

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

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return