FHC
HYGV icon

First Heartland Consultants’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

First Heartland Consultants’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
Q2 		$679K Buy
16,855
+91
+0.5% +$3.66K 0.04% 273
2026
Q1 		$672K Buy
16,764
+9,762
+139% +$396K 0.05% 247
2025
Q4 		$285K Buy
+7,002
New +$286K 0.02% 432

Other funds holding HYGV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

First Heartland Consultants's HYGV Position: Q2 2026 in Review

First Heartland Consultants increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 0.54% in Q2 2026, buying an estimated $3.66K and bringing the position to 16,855 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #273.

First Heartland Consultants first reported a position in HYGV in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • First Heartland Consultants held 16,855 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $679K as of Q2 2026.
  • First Heartland Consultants bought 91 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2026, an estimated $3.66K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #273 holding.
  • First Heartland Consultants first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.