Accurate Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Accurate Wealth Management’s Portfolio HYLB Stock Details HYLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,046	Closed	-$381K	–	284
2023 Q2	$381K	Sell	11,046 -998	-8%	-$34.2K	0.12%	171
2023 Q1	$414K	Sell	12,044 -299	-2%	-$10.3K	0.14%	153
2022 Q4	$428K	Buy	+12,343	New	+$417K	0.16%	117

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Accurate Wealth Management's HYLB Position: Q3 2023 in Review

Accurate Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 11,046 shares — an estimated $381K sold.

Accurate Wealth Management first reported a position in HYLB in Q4 2022 and held it in 3 quarters. The position peaked at $428K in Q4 2022. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Accurate Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Accurate Wealth Management sold 11,046 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $381K.
Accurate Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Accurate Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $428K in Q4 2022.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.