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

Winnow Wealth’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
2025 Q4	–	Sell	-818	Closed	-$34.4K	–	614
2025 Q3	$34.4K	Buy	+818	New	+$33.4K	0.03%	181
2025 Q2	–	Sell	-818	Closed	-$33K	–	403
2025 Q1	$33K	Sell	818 -19,238	-96%	-$786K	0.03%	173
2024 Q4	$814K	Buy	+20,056	New	+$825K	0.81%	41

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BCM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winnow Wealth's HYGV Position: Q4 2025 in Review

Winnow Wealth sold out of FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q4 2025, closing a stake of 818 shares — an estimated $34.4K sold.

Winnow Wealth first reported a position in HYGV in Q4 2024 and held it in 3 quarters. The position peaked at $814K in Q4 2024. 101 funds tracked by Wall St. Rank hold HYGV as of Q4 2025.

Winnow Wealth reported no remaining FlexShares High Yield Value-Scored Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 818 FlexShares High Yield Value-Scored Bond Index Fund shares in Q4 2025, an estimated $34.4K.
Winnow Wealth first reported a position in FlexShares High Yield Value-Scored Bond Index Fund in Q4 2024 and held it in 3 quarters.
Winnow Wealth's FlexShares High Yield Value-Scored Bond Index Fund position peaked at $814K in Q4 2024.
101 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.