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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q2 		– Sell
-98
Closed -$3.99K – 292
2023
Q1 		$3.99K Buy
+98
New +$3.99K ﹤0.01% 247

Other funds holding HYGV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HYGV Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q2 2023, closing a stake of 98 shares — an estimated $3.99K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HYGV in Q1 2023 and held it in 1 quarter. The position peaked at $3.99K in Q1 2023. 78 funds tracked by Wall St. Rank hold HYGV as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 98 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2023, an estimated $3.99K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FlexShares High Yield Value-Scored Bond Index Fund position peaked at $3.99K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.