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Granite Harbor Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Granite Harbor Advisors’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 		$2.18M Sell
54,438
-6,410
-11% -$260K 0.95% 26
2025
Q4 		$2.48M Hold
60,848
– – 1.05% 23
2025
Q3 		$2.51M Sell
60,848
-2,717
-4% -$111K 1.05% 22
2025
Q2 		$2.61M Hold
63,565
– – 1.22% 21
2025
Q1 		$2.57M Buy
+63,565
New +$2.6M 1.36% 20

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
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

Granite Harbor Advisors's HYGV Position: Q1 2026 in Review

Granite Harbor Advisors reduced its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 11% in Q1 2026, selling an estimated $260K and leaving 54,438 shares worth $2.18M. The position accounts for 0.95% of the portfolio, ranked #26.

Granite Harbor Advisors first reported a position in HYGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q2 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Granite Harbor Advisors held 54,438 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $2.18M as of Q1 2026.
  • Granite Harbor Advisors sold 6,410 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $260K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.95% of Granite Harbor Advisors's portfolio in Q1 2026, its #26 holding.
  • Granite Harbor Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Granite Harbor Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $2.61M in Q2 2025.
  • 106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Granite Harbor Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.