Householder Group Estate & Retirement Specialist’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-74	Closed	-$3K	–	821
2024 Q3	$3K	Sell	74 -551	-88%	-$22.6K	﹤0.01%	989
2024 Q2	$25K	Hold	625	–	–	0.01%	627
2024 Q1	$25.7K	Sell	625 -639	-51%	-$26.1K	0.01%	614
2023 Q4	$51K	Hold	1,264	–	–	0.02%	452
2023 Q3	$50.3K	Buy	+1,264	New	+$50.8K	0.02%	446

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYGV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q4 2024, closing a stake of 74 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYGV in Q3 2023 and held it in 5 quarters. The position peaked at $51K in Q4 2023. 99 funds tracked by Wall St. Rank hold HYGV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 74 FlexShares High Yield Value-Scored Bond Index Fund shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $51K in Q4 2023.
99 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.