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Regal Investment Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Regal Investment Advisors’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
Q1 		$420K Sell
10,480
-11,091
-51% -$450K 0.02% 466
2025
Q4 		$879K Buy
21,571
+2,478
+13% +$101K 0.05% 305
2025
Q3 		$787K Buy
19,093
+1,348
+8% +$55.1K 0.05% 306
2025
Q2 		$728K Buy
17,745
+7,240
+69% +$290K 0.05% 285
2025
Q1 		$424K Sell
10,505
-981
-9% -$40.1K 0.03% 352
2024
Q4 		$467K Buy
11,486
+1,096
+11% +$45.1K 0.04% 335
2024
Q3 		$433K Sell
10,390
-499
-5% -$20.4K 0.03% 375
2024
Q2 		$440K Buy
10,889
+192
+2% +$7.76K 0.03% 376
2024
Q1 		$440K Sell
10,697
-329
-3% -$13.4K 0.03% 382
2023
Q4 		$451K Buy
11,026
+490
+5% +$19.4K 0.03% 346
2023
Q3 		$419K Buy
10,536
+12
+0.1% +$482 0.04% 320
2023
Q2 		$426K Buy
10,524
+975
+10% +$39.1K 0.04% 324
2023
Q1 		$389K Sell
9,549
-90
-0.9% -$3.66K 0.03% 337
2022
Q4 		$384K Sell
9,639
-272
-3% -$10.9K 0.04% 332
2022
Q3 		$387K Buy
9,911
+223
+2% +$9.22K 0.04% 312
2022
Q2 		$391K Sell
9,688
-36
-0.4% -$1.56K 0.04% 323
2022
Q1 		$450K Buy
+9,724
New +$458K 0.04% 329

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM

Regal Investment Advisors's HYGV Position: Q1 2026 in Review

Regal Investment Advisors reduced its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 51% in Q1 2026, selling an estimated $450K and leaving 10,480 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #466.

Regal Investment Advisors first reported a position in HYGV in Q1 2022 and has held it in 17 quarters since. The position peaked at $879K in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Regal Investment Advisors held 10,480 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $420K as of Q1 2026.
  • Regal Investment Advisors sold 11,091 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $450K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #466 holding.
  • Regal Investment Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • Regal Investment Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $879K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.