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

RVW 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
2026
Q2 		$343K Hold
8,509
– – 0.02% 131
2026
Q1 		$341K Hold
8,509
– – 0.03% 134
2025
Q4 		$347K Sell
8,509
-378
-4% -$15.4K 0.03% 131
2025
Q3 		$366K Hold
8,887
– – 0.03% 128
2025
Q2 		$365K Buy
8,887
+273
+3% +$10.9K 0.03% 123
2025
Q1 		$348K Sell
8,614
-205
-2% -$8.38K 0.03% 115
2024
Q4 		$359K Sell
8,819
-9,585
-52% -$394K 0.03% 108
2024
Q3 		$767K Sell
18,404
-190
-1% -$7.78K 0.07% 73
2024
Q2 		$751K Sell
18,594
-2,660
-13% -$108K 0.08% 70
2024
Q1 		$874K Sell
21,254
-374
-2% -$15.3K 0.09% 73
2023
Q4 		$884K Sell
21,628
-226
-1% -$8.96K 0.1% 73
2023
Q3 		$869K Sell
21,854
-693
-3% -$27.9K 0.1% 73
2023
Q2 		$912K Sell
22,547
-638
-3% -$25.6K 0.11% 76
2023
Q1 		$944K Sell
23,185
-6,661
-22% -$271K 0.12% 78
2022
Q4 		$1.19M Buy
29,846
+1,347
+5% +$54K 0.15% 66
2022
Q3 		$1.11M Sell
28,499
-18,617
-40% -$770K 0.16% 71
2022
Q2 		$1.9M Sell
47,116
-886
-2% -$38.4K 0.25% 56
2022
Q1 		$2.22M Buy
48,002
+345
+0.7% +$16.3K 0.26% 52
2021
Q4 		$2.33M Buy
47,657
+3,824
+9% +$189K 0.26% 53
2021
Q3 		$2M Buy
43,833
+6,260
+17% +$312K 0.24% 46
2021
Q2 		$2M Buy
37,573
+1,312
+4% +$65.1K 0.25% 46
2021
Q1 		$2M Buy
36,261
+1,958
+6% +$96.6K 0.26% 46
2020
Q4 		$2M Buy
34,303
+5,343
+18% +$255K 0.29% 45
2020
Q3 		$1.35M Sell
28,960
-4,754
-14% -$221K 0.23% 54
2020
Q2 		$1.51M Buy
33,714
+3,135
+10% +$137K 0.28% 51
2020
Q1 		$1.25M Buy
+30,579
New +$1.42M 0.29% 58

Other funds holding HYGV

BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RVW Wealth's HYGV Position: Q2 2026 in Review

RVW Wealth held its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) position steady in Q2 2026 at 8,509 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #131.

RVW Wealth first reported a position in HYGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.33M in Q4 2021. 15 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • RVW Wealth held 8,509 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $343K as of Q2 2026.
  • RVW Wealth left its FlexShares High Yield Value-Scored Bond Index Fund share count unchanged in Q2 2026.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #131 holding.
  • RVW Wealth first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2020 and has held it in 26 quarters since.
  • RVW Wealth's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $2.33M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.