AssetMark Inc
SHYL icon

AssetMark Inc’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

AssetMark Inc’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$436K Sell
10,152
-743
-7% -$32.6K ﹤0.01% 1277
2026
Q2 		$484K Buy
10,895
+453
+4% +$20.1K ﹤0.01% 1238
2026
Q1 		$464K Sell
10,442
-428
-4% -$19.2K ﹤0.01% 1172
2025
Q4 		$489K Buy
10,870
+217
+2% +$9.8K ﹤0.01% 1142
2025
Q3 		$484K Buy
10,653
+333
+3% +$15.1K ﹤0.01% 1105
2025
Q2 		$468K Sell
10,320
-1,896
-16% -$84.2K ﹤0.01% 1059
2025
Q1 		$545K Sell
12,216
-1,107
-8% -$49.8K ﹤0.01% 964
2024
Q4 		$596K Sell
13,323
-455
-3% -$20.5K ﹤0.01% 933
2024
Q3 		$629K Sell
13,778
-586
-4% -$26.2K ﹤0.01% 857
2024
Q2 		$633K Buy
14,364
+14,312
+27,523% +$630K ﹤0.01% 839
2024
Q1 		$2.32K Sell
52
-116
-69% -$5.14K ﹤0.01% 1568
2023
Q4 		$7.45K Buy
168
+116
+223% +$5.01K ﹤0.01% 1411
2023
Q3 		$2.24K Hold
52
– – ﹤0.01% 1465
2023
Q2 		$2.26K Hold
52
– – ﹤0.01% 1410
2023
Q1 		$2.27K Hold
52
– – ﹤0.01% 1385
2022
Q4 		$2.22K Hold
52
– – ﹤0.01% 1429
2022
Q3 		$2K Hold
52
– – ﹤0.01% 1408
2022
Q2 		$2K Hold
52
– – ﹤0.01% 1390
2022
Q1 		$2K Hold
52
– – ﹤0.01% 1440
2021
Q4 		$2K Hold
52
– – ﹤0.01% 1388
2021
Q3 		$2K Hold
52
– – ﹤0.01% 1287
2021
Q2 		$3K Hold
52
– – ﹤0.01% 1170
2021
Q1 		$2K Hold
52
– – ﹤0.01% 1200
2020
Q4 		$2K Hold
52
– – ﹤0.01% 1237
2020
Q3 		$2K Hold
52
– – ﹤0.01% 1150
2020
Q2 		$2K Buy
+52
New +$2.3K ﹤0.01% 1122

Other funds holding SHYL

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

AssetMark Inc's SHYL Position: Q3 2026 in Review

AssetMark Inc reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 6.8% in Q3 2026, selling an estimated $32.6K and leaving 10,152 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

AssetMark Inc first reported a position in SHYL in Q2 2020 and has held it in 26 quarters since. The position peaked at $633K in Q2 2024. 28 funds tracked by Wall St. Rank hold SHYL as of Q3 2026.

  • AssetMark Inc held 10,152 shares of Xtrackers Short Duration High Yield Bond ETF worth $436K as of Q3 2026.
  • AssetMark Inc sold 743 Xtrackers Short Duration High Yield Bond ETF shares in Q3 2026, an estimated $32.6K.
  • Xtrackers Short Duration High Yield Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1277 holding.
  • AssetMark Inc first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • AssetMark Inc's Xtrackers Short Duration High Yield Bond ETF position peaked at $633K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.