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

Savvy Advisors Inc’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
Q2 		– Sell
-5,100
Closed -$206K – 658
2025
Q1 		$206K Buy
+5,100
New +$208K 0.02% 490

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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
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
UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Savvy Advisors Inc's HYGV Position: Q2 2025 in Review

Savvy Advisors Inc sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q2 2025, closing a stake of 5,100 shares — an estimated $206K sold.

Savvy Advisors Inc first reported a position in HYGV in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

  • Savvy Advisors Inc reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,100 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2025, an estimated $206K.
  • Savvy Advisors Inc first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $206K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2025.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.