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

IronBridge Private 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
2021
Q3 		– Sell
-115,892
Closed -$5.81M – 290
2021
Q2 		$5.81M Buy
+115,892
New +$5.75M 3.42% 7

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IronBridge Private Wealth's HYGV Position: Q3 2021 in Review

IronBridge Private Wealth sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q3 2021, closing a stake of 115,892 shares — an estimated $5.81M sold.

IronBridge Private Wealth first reported a position in HYGV in Q2 2021 and held it in 1 quarter. The position peaked at $5.81M in Q2 2021. 42 funds tracked by Wall St. Rank hold HYGV as of Q3 2021.

  • IronBridge Private Wealth reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 115,892 FlexShares High Yield Value-Scored Bond Index Fund shares in Q3 2021, an estimated $5.81M.
  • IronBridge Private Wealth first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q2 2021 and held it in 1 quarter.
  • IronBridge Private Wealth's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $5.81M in Q2 2021.
  • 42 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.