Sound Income Strategies’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Sound Income Strategies’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	-614	Closed	-$25.2K	–	2655
2025 Q4	$25.2K	Hold	614	–	–	﹤0.01%	1056
2025 Q3	$25K	Buy	614 +594	+2,970%	+$24.3K	﹤0.01%	752
2025 Q2	$828	Hold	20	–	–	﹤0.01%	1402
2025 Q1	$798	Buy	+20	New	+$817	﹤0.01%	1375
2024 Q1	–	Sell	-3,964	Closed	-$162K	–	1395
2023 Q4	$162K	Buy	+3,964	New	+$157K	0.01%	220

Other funds holding HYGV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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 $316M AUM

Sound Income Strategies's HYGV Position: Q1 2026 in Review

Sound Income Strategies sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q1 2026, closing a stake of 614 shares — an estimated $25.2K sold.

Sound Income Strategies first reported a position in HYGV in Q4 2023 and held it in 5 quarters. The position peaked at $162K in Q4 2023. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Sound Income Strategies reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 614 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $25.2K.
Sound Income Strategies first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2023 and held it in 5 quarters.
Sound Income Strategies's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $162K in Q4 2023.
106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.