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

WealthPlan Investment 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 		$584K Buy
14,503
+3,836
+36% +$154K 0.03% 295
2026
Q1 		$427K Buy
10,667
+4,317
+68% +$175K 0.02% 327
2025
Q4 		$259K Buy
+6,350
New +$259K 0.02% 330

Other funds holding HYGV

Envestnet Portfolio Solutions
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
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WealthPlan Investment Management's HYGV Position: Q2 2026 in Review

WealthPlan Investment Management increased its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) stake by 36% in Q2 2026, buying an estimated $154K and bringing the position to 14,503 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #295.

WealthPlan Investment Management first reported a position in HYGV in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

  • WealthPlan Investment Management held 14,503 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $584K as of Q2 2026.
  • WealthPlan Investment Management bought 3,836 FlexShares High Yield Value-Scored Bond Index Fund shares in Q2 2026, an estimated $154K.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #295 holding.
  • WealthPlan Investment Management first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.