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

Smartleaf 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 Q1	–	Sell	-1,907	Closed	-$77.8K	–	3586
2025 Q4	$77.8K	Sell	1,907 -40,718	-96%	-$1.66M	﹤0.01%	1335
2025 Q3	$1.76M	Buy	42,625 +38,297	+885%	+$1.57M	0.11%	212
2025 Q2	$177K	Buy	+4,328	New	+$173K	0.02%	612

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 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

Smartleaf Asset Management's HYGV Position: Q1 2026 in Review

Smartleaf Asset Management sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q1 2026, closing a stake of 1,907 shares — an estimated $77.8K sold.

Smartleaf Asset Management first reported a position in HYGV in Q2 2025 and held it in 3 quarters. The position peaked at $1.76M in Q3 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Smartleaf Asset Management reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 1,907 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $77.8K.
Smartleaf Asset Management first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q2 2025 and held it in 3 quarters.
Smartleaf Asset Management's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $1.76M in Q3 2025.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.