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

Wealth Watch 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 		– Sell
-79
Closed -$3.22K – 452
2025
Q4 		$3.22K Buy
+79
New +$3.22K ﹤0.01% 586

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

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

Wealth Watch Advisors sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q1 2026, closing a stake of 79 shares — an estimated $3.22K sold.

Wealth Watch Advisors first reported a position in HYGV in Q4 2025 and held it in 1 quarter. The position peaked at $3.22K in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Wealth Watch Advisors reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 79 FlexShares High Yield Value-Scored Bond Index Fund shares in Q1 2026, an estimated $3.22K.
  • Wealth Watch Advisors first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2025 and held it in 1 quarter.
  • Wealth Watch Advisors's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $3.22K 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 Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.