Kuhn & Co Investment Counsel’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Kuhn & Co Investment Counsel’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	$663K	Buy	16,456 +40	+0.2%	+$1.61K	0.38%	70
2026 Q1	$658K	Sell	16,416 -708	-4%	-$28.8K	0.42%	68
2025 Q4	$698K	Sell	17,124 -156	-0.9%	-$6.36K	0.46%	64
2025 Q3	$712K	Buy	17,280 +7,175	+71%	+$293K	0.56%	58
2025 Q2	$415K	Sell	10,105 -4,750	-32%	-$190K	0.31%	92
2025 Q1	$600K	Buy	14,855 +1,539	+12%	+$62.9K	0.51%	70
2024 Q4	$542K	Sell	13,316 -611	-4%	-$25.1K	0.46%	70
2024 Q3	$580K	Buy	13,927 +856	+7%	+$35.1K	0.5%	70
2024 Q2	$528K	Hold	13,071	–	–	0.47%	73
2024 Q1	$537K	Buy	13,071 +1,606	+14%	+$65.6K	0.51%	69
2023 Q4	$469K	Buy	+11,465	New	+$455K	0.48%	72

Other funds holding HYGV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

BCM

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

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

GHA

Granite Harbor Advisors Houston, Texas $253M AUM 20.47% 1-Year Est. Return

Kuhn & Co Investment Counsel's HYGV Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 0.24% in Q2 2026, buying an estimated $1.61K and bringing the position to 16,456 shares worth $663K. The position accounts for 0.38% of the portfolio, ranked #70.

Kuhn & Co Investment Counsel first reported a position in HYGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $712K in Q3 2025. 60 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Kuhn & Co Investment Counsel held 16,456 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $663K as of Q2 2026.
Kuhn & Co Investment Counsel bought 40 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2026, an estimated $1.61K.
FlexShares High Yield Value-Scored Bond Index Fund made up 0.38% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #70 holding.
Kuhn & Co Investment Counsel first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $712K in Q3 2025.
60 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.