Corient Private Wealth
HYGV icon

Corient Private Wealth’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Corient Private Wealth’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
2025
Q2 		– Sell
-21,275
Closed -$859K – 2489
2025
Q1 		$859K Buy
+21,275
New +$869K ﹤0.01% 1340

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 $374B AUM 17.66% 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 $18.1B AUM 15% 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
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Corient Private Wealth's HYGV Position: Q2 2025 in Review

Corient Private Wealth sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q2 2025, closing a stake of 21,275 shares — an estimated $859K sold.

Corient Private Wealth first reported a position in HYGV in Q1 2025 and held it in 1 quarter. The position peaked at $859K in Q1 2025. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

  • Corient Private Wealth reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 21,275 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2025, an estimated $859K.
  • Corient Private Wealth first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $859K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.