MassMutual Private Wealth & Trust’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-164	Closed	-$6.67K	–	2411
2024 Q4	$6.67K	Buy	+164	New	+$6.75K	﹤0.01%	1418
2022 Q1	–	Sell	-212	Closed	-$10K	–	1572
2021 Q4	$10K	Buy	+212	New	+$10.5K	﹤0.01%	728

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

MassMutual Private Wealth & Trust's HYGV Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2025, closing a stake of 164 shares — an estimated $6.67K sold.

MassMutual Private Wealth & Trust first reported a position in HYGV in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 103 funds tracked by Wall St. Rank hold HYGV as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 164 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2025, an estimated $6.67K.
MassMutual Private Wealth & Trust first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2021 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Northern Trust High Yield Value-Scored Bond ETF position peaked at $10K in Q4 2021.
103 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.