Impact Partnership Wealth’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Impact Partnership Wealth’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	$2.23M	Buy	55,638 +11,609	+26%	+$471K	0.28%	44
2025 Q4	$1.79M	Buy	44,029 +8,495	+24%	+$346K	0.23%	48
2025 Q3	$1.46M	Buy	35,534 +19,133	+117%	+$782K	0.22%	54
2025 Q2	$673K	Buy	+16,401	New	+$656K	0.12%	94
2024 Q2	–	Sell	-106	Closed	-$4.36K	–	424
2024 Q1	$4.36K	Hold	106	–	–	﹤0.01%	513
2023 Q4	$4.33K	Sell	106 -5	-5%	-$198	﹤0.01%	596
2023 Q3	$4.41K	Buy	+111	New	+$4.46K	﹤0.01%	706

Other funds holding HYGV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 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

Impact Partnership Wealth's HYGV Position: Q1 2026 in Review

Impact Partnership Wealth increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 26% in Q1 2026, buying an estimated $471K and bringing the position to 55,638 shares worth $2.23M. The position accounts for 0.28% of the portfolio, ranked #44.

Impact Partnership Wealth first reported a position in HYGV in Q3 2023 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Impact Partnership Wealth held 55,638 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $2.23M as of Q1 2026.
Impact Partnership Wealth bought 11,609 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $471K.
FlexShares High Yield Value-Scored Bond Index Fund made up 0.28% of Impact Partnership Wealth's portfolio in Q1 2026, its #44 holding.
Impact Partnership Wealth first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2023 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.