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

Tactive 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
Q2 		$345K Buy
8,569
+656
+8% +$26.4K 0.09% 200
2026
Q1 		$317K Buy
7,913
+380
+5% +$15.4K 0.09% 197
2025
Q4 		$307K Sell
7,533
-1,065
-12% -$43.4K 0.09% 190
2025
Q3 		$354K Buy
8,598
+2,230
+35% +$91.2K 0.1% 181
2025
Q2 		$261K Buy
+6,368
New +$255K 0.08% 187

Other funds holding HYGV

BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Tactive Advisors's HYGV Position: Q2 2026 in Review

Tactive Advisors increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 8.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 8,569 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #200.

Tactive Advisors first reported a position in HYGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $354K in Q3 2025. 15 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • Tactive Advisors held 8,569 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $345K as of Q2 2026.
  • Tactive Advisors bought 656 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2026, an estimated $26.4K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.09% of Tactive Advisors's portfolio in Q2 2026, its #200 holding.
  • Tactive Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $354K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.