Freedom Investment Management’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Freedom Investment Management’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 Q3	–	Sell	-5,847	Closed	-$240K	–	387
2025 Q2	$240K	Sell	5,847 -2,071	-26%	-$82.9K	0.02%	653
2025 Q1	$320K	Sell	7,918 -2,838	-26%	-$116K	0.03%	568
2024 Q4	$438K	Buy	10,756 +797	+8%	+$32.8K	0.04%	471
2024 Q3	$415K	Buy	9,959 +74	+0.7%	+$3.03K	0.03%	489
2024 Q2	$399K	Sell	9,885 -322	-3%	-$13K	0.03%	494
2024 Q1	$420K	Sell	10,207 -1,398	-12%	-$57.1K	0.03%	488
2023 Q4	$474K	Buy	+11,605	New	+$460K	0.04%	449
2023 Q3	–	Sell	-18,900	Closed	-$764K	–	713
2023 Q2	$764K	Buy	+18,900	New	+$758K	0.09%	298

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Freedom Investment Management's HYGV Position: Q3 2025 in Review

Freedom Investment Management sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q3 2025, closing a stake of 5,847 shares — an estimated $240K sold.

Freedom Investment Management first reported a position in HYGV in Q2 2023 and held it in 8 quarters. The position peaked at $764K in Q2 2023. 93 funds tracked by Wall St. Rank hold HYGV as of Q3 2025.

Freedom Investment Management reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 5,847 Northern Trust High Yield Value-Scored Bond ETF shares in Q3 2025, an estimated $240K.
Freedom Investment Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q2 2023 and held it in 8 quarters.
Freedom Investment Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $764K in Q2 2023.
93 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.