FUBT
HYGV icon

First United Bank & Trust’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

First United Bank & Trust’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 		$4.29M Buy
107,078
+2,408
+2% +$97.8K 1.39% 19
2025
Q4 		$4.26M Buy
104,670
+4,769
+5% +$195K 1.36% 22
2025
Q3 		$4.12M Buy
99,901
+9,551
+11% +$390K 1.34% 22
2025
Q2 		$3.71M Sell
90,350
-20,244
-18% -$810K 1.29% 22
2025
Q1 		$4.47M Buy
110,594
+33,069
+43% +$1.35M 1.67% 13
2024
Q4 		$3.15M Buy
77,525
+14,895
+24% +$613K 1.15% 24
2024
Q3 		$2.61M Buy
62,630
+5,157
+9% +$211K 0.94% 31
2024
Q2 		$2.32M Buy
57,473
+6,771
+13% +$274K 0.86% 37
2024
Q1 		$2.08M Buy
50,702
+28,401
+127% +$1.16M 0.77% 42
2023
Q4 		$911K Buy
22,301
+17,164
+334% +$681K 0.36% 73
2023
Q3 		$204K Buy
+5,137
New +$206K 0.1% 137

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Morgan Stanley
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Bank of America
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBG
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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