Arkadios Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $563K | Sell |
15,245
-84
| -0.5% | -$3.1K | 0.02% | 785 |
|
2025
Q1 | $554K | Sell |
15,329
-157
| -1% | -$5.68K | 0.02% | 669 |
|
2024
Q4 | $559K | Buy |
15,486
+4,066
| +36% | +$147K | 0.03% | 504 |
|
2024
Q3 | $422K | Buy |
11,420
+3,049
| +36% | +$113K | 0.02% | 599 |
|
2024
Q2 | $297K | Buy |
+8,371
| New | +$297K | 0.02% | 636 |
|
2022
Q1 | – | Sell |
-12,555
| Closed | -$500K | – | 585 |
|
2021
Q4 | $500K | Sell |
12,555
-40
| -0.3% | -$1.59K | 0.07% | 319 |
|
2021
Q3 | $504K | Buy |
12,595
+750
| +6% | +$30K | 0.07% | 288 |
|
2021
Q2 | $477K | Buy |
11,845
+1,152
| +11% | +$46.4K | 0.06% | 341 |
|
2021
Q1 | $427K | Buy |
+10,693
| New | +$427K | 0.07% | 275 |
|