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Addison Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Addison Advisors’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
Q4 		– Sell
-4
Closed -$136 – 714
2023
Q3 		$136 Buy
4
+2
+100% +$69 ﹤0.01% 663
2023
Q2 		$69 Sell
2
-5
-71% -$171 ﹤0.01% 622
2023
Q1 		$244 Hold
7
– – ﹤0.01% 618
2022
Q4 		$236 Buy
+7
New +$236 ﹤0.01% 749

Other funds holding HYLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Addison Advisors's HYLB Position: Q4 2023 in Review

Addison Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 4 shares — an estimated $136 sold.

Addison Advisors first reported a position in HYLB in Q4 2022 and held it in 4 quarters. The position peaked at $244 in Q1 2023. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

  • Addison Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Addison Advisors sold 4 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $136.
  • Addison Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Addison Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $244 in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Addison Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.