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

Integrated Wealth Concepts’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
2022 Q3	–	Sell	-20,272	Closed	-$819K	–	979
2022 Q2	$819K	Sell	20,272 -198	-1%	-$8.58K	0.03%	462
2022 Q1	$948K	Sell	20,470 -268	-1%	-$12.6K	0.03%	407
2021 Q4	$1.02M	Buy	+20,738	New	+$1.02M	0.03%	415

Other funds holding HYGV

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

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Envestnet Asset Management

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

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return