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Wealthspire Advisors (New York)’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Wealthspire Advisors (New York)’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 		$208K Hold
5,190
– – ﹤0.01% 850
2025
Q4 		$211K Buy
5,190
+3,261
+169% +$133K ﹤0.01% 954
2025
Q3 		$79.5K Buy
+1,929
New +$78.9K ﹤0.01% 1082

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 $424B AUM 22.96% 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 $329M AUM 28.62% 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 $49B AUM 25.55% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM

Wealthspire Advisors (New York)'s HYGV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its FlexShares High Yield Value-Scored Bond Index Fund (HYGV) position steady in Q1 2026 at 5,190 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Wealthspire Advisors (New York) first reported a position in HYGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,190 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $208K as of Q1 2026.
  • Wealthspire Advisors (New York) left its FlexShares High Yield Value-Scored Bond Index Fund share count unchanged in Q1 2026.
  • FlexShares High Yield Value-Scored Bond Index Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #850 holding.
  • Wealthspire Advisors (New York) first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s FlexShares High Yield Value-Scored Bond Index Fund position peaked at $211K 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.