Aveo Capital Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Aveo Capital Partners’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
2024 Q1	–	Sell	-6,095	Closed	-$217K	–	372
2023 Q4	$217K	Buy	+6,095	New	+$209K	0.03%	317
2022 Q1	–	Sell	-7,653	Closed	-$305K	–	282
2021 Q4	$305K	Buy	+7,653	New	+$304K	0.05%	220
2020 Q1	–	Sell	-80,286	Closed	-$3.23M	–	171
2019 Q4	$3.23M	Buy	+80,286	New	+$3.21M	1.28%	18
2019 Q1	–	Sell	-68,915	Closed	-$2.58M	–	171
2018 Q4	$2.58M	Buy	+68,915	New	+$2.66M	1.29%	16

Other funds holding HYLB

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BAM

BTS Asset Management Lincoln, Massachusetts $25.9M AUM 2.16% 1-Year Est. Return

Aveo Capital Partners's HYLB Position: Q1 2024 in Review

Aveo Capital Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2024, closing a stake of 6,095 shares — an estimated $217K sold.

Aveo Capital Partners first reported a position in HYLB in Q4 2018 and held it in 4 quarters. The position peaked at $3.23M in Q4 2019. 215 funds tracked by Wall St. Rank hold HYLB as of Q1 2024.

Aveo Capital Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Aveo Capital Partners sold 6,095 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $217K.
Aveo Capital Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Aveo Capital Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.23M in Q4 2019.
215 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.