Atria Investments’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Atria Investments’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 Q1	$1.46M	Sell	32,951 -15,502	-32%	-$694K	0.02%	856
2025 Q4	$2.18M	Buy	48,453 +1,894	+4%	+$85.3K	0.02%	690
2025 Q3	$2.11M	Buy	46,559 +3,559	+8%	+$161K	0.02%	703
2025 Q2	$1.95M	Buy	43,000 +2,349	+6%	+$104K	0.02%	737
2025 Q1	$1.81M	Buy	40,651 +13,547	+50%	+$610K	0.02%	748
2024 Q4	$1.21M	Sell	27,104 -608	-2%	-$27.4K	0.02%	882
2024 Q3	$1.26M	Buy	27,712 +954	+4%	+$42.7K	0.02%	863
2024 Q2	$1.18M	Buy	26,758 +268	+1%	+$11.8K	0.02%	854
2024 Q1	$1.18M	Sell	26,490 -30,810	-54%	-$1.37M	0.02%	885
2023 Q4	$2.54M	Buy	57,300 +16,772	+41%	+$725K	0.04%	509
2023 Q3	$1.74M	Buy	40,528 +2,644	+7%	+$114K	0.03%	620
2023 Q2	$1.65M	Sell	37,884 -37,884	-50%	-$1.64M	0.03%	624
2023 Q1	$3.31M	Buy	+75,768	New	+$3.28M	0.06%	365

Other funds holding SHYL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's SHYL Position: Q1 2026 in Review

Atria Investments reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 32% in Q1 2026, selling an estimated $694K and leaving 32,951 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #856.

Atria Investments first reported a position in SHYL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.31M in Q1 2023. 48 funds tracked by Wall St. Rank hold SHYL as of Q1 2026.

Atria Investments held 32,951 shares of Xtrackers Short Duration High Yield Bond ETF worth $1.46M as of Q1 2026.
Atria Investments sold 15,502 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2026, an estimated $694K.
Xtrackers Short Duration High Yield Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #856 holding.
Atria Investments first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2023 and has held it in 13 quarters since.
Atria Investments's Xtrackers Short Duration High Yield Bond ETF position peaked at $3.31M in Q1 2023.
48 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.