49 Wealth Management »

Flexshares Tr hig yld vl etf shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Flexshares Tr hig yld vl etf

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr hig yld vl etf held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr hig yld vl etf by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $926k 23k 41.20
2025-06-30 $930k 23k 41.03
2025-03-31 $898k 22k 40.38

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Morgan Stanley
Envestnet Portfolio Solutions
Boltwood Capital Management
Mml Investors Services
Wright Fund Managment
United Bank
Financial Network Wealth Management
Pinnacle Financial Partners
LPL Financial
Polar Securities
Horizon Bancorp
Commonwealth Equity Services
Park National Corp

View all funds holding Flexshares Tr hig yld vl etf