SWA
HYGV icon

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

Stratos Wealth Advisors’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 		$481K Sell
12,000
-11,011
-48% -$447K 0.03% 393
2025
Q4 		$937K Buy
23,011
+1,211
+6% +$49.4K 0.05% 315
2025
Q3 		$898K Buy
21,800
+397
+2% +$16.2K 0.04% 331
2025
Q2 		$878K Buy
21,403
+2,965
+16% +$119K 0.05% 332
2025
Q1 		$745K Buy
18,438
+450
+3% +$18.4K 0.04% 356
2024
Q4 		$732K Buy
17,988
+195
+1% +$8.02K 0.04% 391
2024
Q3 		$741K Buy
17,793
+2,896
+19% +$119K 0.03% 412
2024
Q2 		$602K Buy
14,897
+1,147
+8% +$46.4K 0.03% 427
2024
Q1 		$565K Buy
13,750
+461
+3% +$18.8K 0.03% 434
2023
Q4 		$543K Sell
13,289
-175
-1% -$6.94K 0.03% 449
2023
Q3 		$535K Sell
13,464
-279
-2% -$11.2K 0.04% 419
2023
Q2 		$556K Sell
13,743
-24
-0.2% -$963 0.04% 418
2023
Q1 		$561K Buy
13,767
+859
+7% +$34.9K 0.04% 396
2022
Q4 		$514K Sell
12,908
-334
-3% -$13.4K 0.04% 395
2022
Q3 		$518K Sell
13,242
-3,005
-18% -$124K 0.05% 349
2022
Q2 		$656K Sell
16,247
-64
-0.4% -$2.77K 0.06% 324
2022
Q1 		$756K Buy
+16,311
New +$769K 0.06% 319

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $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
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

Stratos Wealth Advisors's HYGV Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 48% in Q1 2026, selling an estimated $447K and leaving 12,000 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #393.

Stratos Wealth Advisors first reported a position in HYGV in Q1 2022 and has held it in 17 quarters since. The position peaked at $937K in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Stratos Wealth Advisors held 12,000 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $481K as of Q1 2026.
  • Stratos Wealth Advisors sold 11,011 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $447K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #393 holding.
  • Stratos Wealth Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $937K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.