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Lewis Asset Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Lewis Asset 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 		$203K Buy
+5,036
New +$203K 0.07% 217

Other funds holding HYGV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 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
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Lewis Asset Management's HYGV Position: Q2 2026 in Review

Lewis Asset Management opened a new position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q2 2026: 5,036 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings.

49 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • Lewis Asset Management held 5,036 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $203K as of Q2 2026.
  • FlexShares High Yield Value-Scored Bond Index Fund was a new Lewis Asset Management position in Q2 2026.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.07% of Lewis Asset Management's portfolio in Q2 2026, its #217 holding.
  • 49 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.