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Cedar Wealth Management’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Cedar Wealth Management’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
2026
Q1 		– Sell
-26,132
Closed -$1.06M – 154
2025
Q4 		$1.06M Sell
26,132
-580
-2% -$23.7K 0.32% 31
2025
Q3 		$1.1M Sell
26,712
-4,012
-13% -$164K 0.34% 28
2025
Q2 		$1.26M Buy
30,724
+11
+0% +$440 0.43% 26
2025
Q1 		$1.24M Sell
30,713
-5,915
-16% -$242K 0.44% 26
2024
Q4 		$1.49M Sell
36,628
-53,510
-59% -$2.2M 0.54% 23
2024
Q3 		$3.76M Buy
90,138
+10,252
+13% +$420K 1.17% 13
2024
Q2 		$3.23M Buy
79,886
+4,005
+5% +$162K 1.05% 14
2024
Q1 		$3.12M Buy
75,881
+2,655
+4% +$109K 1.03% 16
2023
Q4 		$2.99M Buy
73,226
+942
+1% +$37.4K 1.09% 15
2023
Q3 		$2.87M Buy
72,284
+1,119
+2% +$45K 1.14% 16
2023
Q2 		$2.88M Buy
71,165
+18,295
+35% +$734K 1.11% 18
2023
Q1 		$2.15M Buy
52,870
+3,358
+7% +$137K 0.88% 18
2022
Q4 		$1.97M Buy
49,512
+3,437
+7% +$138K 0.97% 17
2022
Q3 		$1.8M Buy
46,075
+715
+2% +$29.6K 0.9% 19
2022
Q2 		$1.83M Sell
45,360
-26,785
-37% -$1.16M 0.84% 20
2022
Q1 		$3.34M Buy
72,145
+3,086
+4% +$145K 1.35% 14
2021
Q4 		$3.38M Buy
69,059
+7,190
+12% +$355K 1.37% 13
2021
Q3 		$3.08M Buy
61,869
+6,926
+13% +$345K 1.37% 12
2021
Q2 		$2.75M Buy
54,943
+4,062
+8% +$202K 1.24% 12
2021
Q1 		$2.52M Buy
50,881
+72
+0.1% +$3.55K 1.25% 12
2020
Q4 		$2.5M Buy
50,809
+1,718
+3% +$82K 1.34% 11
2020
Q3 		$2.28M Buy
49,091
+422
+0.9% +$19.6K 1.42% 11
2020
Q2 		$2.19M Buy
48,669
+454
+0.9% +$19.8K 1.48% 10
2020
Q1 		$1.98M Buy
48,215
+15,500
+47% +$720K 1.33% 11
2019
Q4 		$1.59M Buy
32,715
+13,108
+67% +$628K 0.94% 9
2019
Q3 		$949K Buy
19,607
+1,462
+8% +$70.6K 0.64% 16
2019
Q2 		$886K Buy
18,145
+6,859
+61% +$333K 0.57% 17
2019
Q1 		$548K Buy
+11,286
New +$538K 0.34% 24

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Cedar Wealth Management's HYGV Position: Q1 2026 in Review

Cedar Wealth Management sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2026, closing a stake of 26,132 shares — an estimated $1.06M sold.

Cedar Wealth Management first reported a position in HYGV in Q1 2019 and held it in 28 quarters. The position peaked at $3.76M in Q3 2024. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Cedar Wealth Management reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 26,132 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2026, an estimated $1.06M.
  • Cedar Wealth Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2019 and held it in 28 quarters.
  • Cedar Wealth Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $3.76M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.