Cetera Investment Advisers
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Cetera Investment Advisers’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Cetera Investment Advisers’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 		$1M Sell
25,020
-1,213
-5% -$49.3K ﹤0.01% 2903
2025
Q4 		$1.07M Buy
26,233
+709
+3% +$28.9K ﹤0.01% 2763
2025
Q3 		$1.05M Buy
25,524
+3,286
+15% +$134K ﹤0.01% 2732
2025
Q2 		$912K Sell
22,238
-7,316
-25% -$293K ﹤0.01% 2457
2025
Q1 		$1.19M Sell
29,554
-4,818
-14% -$197K ﹤0.01% 2125
2024
Q4 		$1.4M Sell
34,372
-5,133
-13% -$211K ﹤0.01% 1926
2024
Q3 		$1.65M Sell
39,505
-28,232
-42% -$1.16M ﹤0.01% 1764
2024
Q2 		$2.74M Buy
67,737
+1,543
+2% +$62.4K 0.01% 1344
2024
Q1 		$2.72M Buy
66,194
+45,735
+224% +$1.87M 0.01% 1345
2023
Q4 		$836K Buy
20,459
+966
+5% +$38.3K 0.01% 1209
2023
Q3 		$775K Sell
19,493
-35,245
-64% -$1.42M 0.01% 1179
2023
Q2 		$2.21M Buy
54,738
+41,132
+302% +$1.65M 0.02% 723
2023
Q1 		$554K Sell
13,606
-1,713
-11% -$69.7K ﹤0.01% 1368
2022
Q4 		$610K Buy
15,319
+5,136
+50% +$206K 0.01% 1267
2022
Q3 		$398K Buy
10,183
+2,848
+39% +$118K 0.01% 1101
2022
Q2 		$296K Buy
7,335
+1,265
+21% +$54.8K ﹤0.01% 1426
2022
Q1 		$281K Buy
6,070
+1,396
+30% +$65.8K ﹤0.01% 1515
2021
Q4 		$229K Buy
4,674
+78
+2% +$3.85K ﹤0.01% 1648
2021
Q3 		$229K Buy
+4,596
New +$229K ﹤0.01% 1589

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $301M AUM 19.61% 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 $36.1B AUM 19.68% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM

Cetera Investment Advisers's HYGV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 4.6% in Q1 2026, selling an estimated $49.3K and leaving 25,020 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

Cetera Investment Advisers first reported a position in HYGV in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q2 2024. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Cetera Investment Advisers held 25,020 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $1M as of Q1 2026.
  • Cetera Investment Advisers sold 1,213 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $49.3K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2903 holding.
  • Cetera Investment Advisers first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2021 and has held it in 19 quarters since.
  • Cetera Investment Advisers's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $2.74M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.