Institute for Wealth Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $776K | Sell |
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $800K | Sell |
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|
2020
Q3 | $826K | Buy |
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|
2020
Q2 | $763K | Buy |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $233K | Buy |
|