AWA
HYLB icon

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

Arkadios Wealth 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
2026
Q1 		– Sell
-17,271
Closed -$636K – 1743
2025
Q4 		$636K Sell
17,271
-663
-4% -$24.4K 0.01% 900
2025
Q3 		$666K Buy
17,934
+2,689
+18% +$99.1K 0.02% 820
2025
Q2 		$563K Sell
15,245
-84
-0.5% -$3.03K 0.02% 799
2025
Q1 		$554K Sell
15,329
-157
-1% -$5.71K 0.02% 671
2024
Q4 		$559K Buy
15,486
+4,066
+36% +$148K 0.03% 504
2024
Q3 		$422K Buy
11,420
+3,049
+36% +$110K 0.02% 599
2024
Q2 		$297K Buy
+8,371
New +$296K 0.02% 637
2022
Q1 		– Sell
-12,555
Closed -$500K – 589
2021
Q4 		$500K Sell
12,555
-40
-0.3% -$1.59K 0.07% 325
2021
Q3 		$504K Buy
12,595
+750
+6% +$30.1K 0.07% 288
2021
Q2 		$477K Buy
11,845
+1,152
+11% +$46.1K 0.06% 341
2021
Q1 		$427K Buy
+10,693
New +$427K 0.07% 275

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return