Triumph Capital Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Triumph Capital 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 Q2	$20.9K	Hold	518	–	–	﹤0.01%	926
2026 Q1	$20.8K	Hold	518	–	–	﹤0.01%	877
2025 Q4	$21.1K	Buy	+518	New	+$21.1K	﹤0.01%	848
2024 Q3	–	Sell	-5,681	Closed	-$230K	–	284
2024 Q2	$230K	Buy	5,681 +21	+0.4%	+$849	0.09%	212
2024 Q1	$232K	Buy	5,660 +252	+5%	+$10.3K	0.09%	196
2023 Q4	$221K	Buy	5,408 +242	+5%	+$9.6K	0.09%	191
2023 Q3	$205K	Buy	5,166 +117	+2%	+$4.7K	0.09%	203
2023 Q2	$204K	Buy	5,049 +44	+0.9%	+$1.76K	0.09%	208
2023 Q1	$204K	Buy	+5,005	New	+$204K	0.1%	175

Other funds holding HYGV

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 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

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Triumph Capital Management's HYGV Position: Q2 2026 in Review

Triumph Capital Management held its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) position steady in Q2 2026 at 518 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Triumph Capital Management first reported a position in HYGV in Q1 2023 and has held it in 9 quarters since. The position peaked at $232K in Q1 2024. 22 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Triumph Capital Management held 518 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $20.9K as of Q2 2026.
Triumph Capital Management left its FlexShares High Yield Value-Scored Bond Index Fund share count unchanged in Q2 2026.
FlexShares High Yield Value-Scored Bond Index Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #926 holding.
Triumph Capital Management first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q1 2023 and has held it in 9 quarters since.
Triumph Capital Management's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $232K in Q1 2024.
22 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.