Clear Point Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Clear Point Advisors’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	-18,859	Closed	-$768K	–	96
2025 Q4	$768K	Buy	18,859 +1,013	+6%	+$41.3K	0.6%	48
2025 Q3	$735K	Buy	17,846 +839	+5%	+$34.3K	0.57%	51
2025 Q2	$698K	Buy	17,007 +1,002	+6%	+$40.1K	0.59%	49
2025 Q1	$644K	Buy	16,005 +15	+0.1%	+$613	0.58%	51
2024 Q4	$650K	Buy	15,990 +209	+1%	+$8.6K	0.56%	52
2024 Q3	$658K	Buy	15,781 +455	+3%	+$18.6K	0.51%	51
2024 Q2	$619K	Buy	15,326 +2,086	+16%	+$84.3K	0.51%	51
2024 Q1	$544K	Buy	13,240 +359	+3%	+$14.7K	0.45%	61
2023 Q4	$526K	Buy	+12,881	New	+$511K	0.47%	59

Other funds holding HYGV

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 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

Clear Point Advisors's HYGV Position: Q1 2026 in Review

Clear Point Advisors sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q1 2026, closing a stake of 18,859 shares — an estimated $768K sold.

Clear Point Advisors first reported a position in HYGV in Q4 2023 and held it in 9 quarters. The position peaked at $768K in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Clear Point Advisors reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 18,859 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $768K.
Clear Point Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $768K in Q4 2025.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.