Smartleaf Asset Management’s Northern Trust High Yield Value-Scored Bond ETF 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 $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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 $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

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

Smartleaf Asset Management sold out of Northern Trust High Yield Value-Scored Bond ETF (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 Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 1,907 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2026, an estimated $77.8K.
Smartleaf Asset Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q2 2025 and held it in 3 quarters.
Smartleaf Asset Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $1.76M in Q3 2025.
106 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2026.

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