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Global Retirement Partners’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-64
Closed -$2.55K – 3275
2022
Q4 		$2.55K Buy
+64
New +$2.57K ﹤0.01% 2270

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Global Retirement Partners's HYGV Position: Q1 2023 in Review

Global Retirement Partners sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2023, closing a stake of 64 shares — an estimated $2.55K sold.

Global Retirement Partners first reported a position in HYGV in Q4 2022 and held it in 1 quarter. The position peaked at $2.55K in Q4 2022. 62 funds tracked by Wall St. Rank hold HYGV as of Q1 2023.

  • Global Retirement Partners reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 64 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2023, an estimated $2.55K.
  • Global Retirement Partners first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2022 and held it in 1 quarter.
  • Global Retirement Partners's Northern Trust High Yield Value-Scored Bond ETF position peaked at $2.55K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.