IFWM
HYGV icon

Institute for Wealth Management’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Institute for Wealth 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
2026
Q2 		$256K Sell
6,369
-388
-6% -$15.6K 0.02% 458
2026
Q1 		$271K Buy
6,757
+626
+10% +$25.4K 0.03% 450
2025
Q4 		$250K Sell
6,131
-4,994
-45% -$204K 0.03% 485
2025
Q3 		$458K Buy
11,125
+2
+0% +$82 0.05% 341
2025
Q2 		$456K Buy
11,123
+924
+9% +$37K 0.05% 332
2025
Q1 		$412K Sell
10,199
-848
-8% -$34.7K 0.05% 336
2024
Q4 		$449K Buy
11,047
+70
+0.6% +$2.88K 0.06% 307
2024
Q3 		$457K Buy
10,977
+47
+0.4% +$1.93K 0.06% 317
2024
Q2 		$442K Buy
10,930
+414
+4% +$16.7K 0.06% 305
2024
Q1 		$432K Buy
10,516
+685
+7% +$28K 0.06% 314
2023
Q4 		$402K Sell
9,831
-89
-0.9% -$3.53K 0.07% 309
2023
Q3 		$394K Sell
9,920
-209
-2% -$8.4K 0.07% 296
2023
Q2 		$410K Sell
10,129
-515
-5% -$20.7K 0.07% 303
2023
Q1 		$434K Sell
10,644
-1,014
-9% -$41.3K 0.08% 283
2022
Q4 		$465K Sell
11,658
-708
-6% -$28.4K 0.1% 272
2022
Q3 		$483K Sell
12,366
-2,348
-16% -$97.1K 0.11% 245
2022
Q2 		$594K Sell
14,714
-578
-4% -$25K 0.12% 230
2022
Q1 		$708K Sell
15,292
-2,915
-16% -$137K 0.11% 222
2021
Q4 		$892K Buy
18,207
+2,003
+12% +$98.8K 0.15% 178
2021
Q3 		$808K Buy
16,204
+727
+5% +$36.3K 0.14% 183
2021
Q2 		$776K Sell
15,477
-114
-0.7% -$5.66K 0.14% 185
2021
Q1 		$772K Sell
15,591
-691
-4% -$34.1K 0.15% 187
2020
Q4 		$800K Sell
16,282
-1,484
-8% -$70.8K 0.16% 164
2020
Q3 		$826K Buy
17,766
+782
+5% +$36.4K 0.19% 140
2020
Q2 		$763K Buy
16,984
+12,091
+247% +$527K 0.19% 144
2020
Q1 		$200K Buy
4,893
+96
+2% +$4.46K 0.06% 373
2019
Q4 		$233K Buy
+4,797
New +$230K 0.05% 396

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Institute for Wealth Management's HYGV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Northern Trust High Yield Value-Scored Bond ETF (HYGV) stake by 5.7% in Q2 2026, selling an estimated $15.6K and leaving 6,369 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #458.

Institute for Wealth Management first reported a position in HYGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $892K in Q4 2021. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • Institute for Wealth Management held 6,369 shares of Northern Trust High Yield Value-Scored Bond ETF worth $256K as of Q2 2026.
  • Institute for Wealth Management sold 388 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2026, an estimated $15.6K.
  • Northern Trust High Yield Value-Scored Bond ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Institute for Wealth Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $892K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.