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

EP Wealth Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$141K Sell
3,440
-2,535
-42% -$104K ﹤0.01% 1330
2025
Q1 		$241K Sell
5,975
-15,254
-72% -$616K ﹤0.01% 1033
2024
Q4 		$864K Buy
+21,229
New +$864K 0.01% 545