Spartan Wealth Advisory Services LLC’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Spartan Wealth Advisory Services LLC’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	$7.71M	Buy	191,495 +4,022	+2%	+$162K	0.63%	41
2026 Q1	$7.51M	Buy	+187,473	New	+$7.61M	0.66%	37

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

FNWM

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Spartan Wealth Advisory Services LLC's HYGV Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 2.1% in Q2 2026, buying an estimated $162K and bringing the position to 191,495 shares worth $7.71M. The position accounts for 0.63% of the portfolio, ranked #41.

Spartan Wealth Advisory Services LLC first reported a position in HYGV in Q1 2026 and has held it in 2 quarters since. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Spartan Wealth Advisory Services LLC held 191,495 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $7.71M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 4,022 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2026, an estimated $162K.
FlexShares High Yield Value-Scored Bond Index Fund made up 0.63% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #41 holding.
Spartan Wealth Advisory Services LLC first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
114 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.