AWM
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Avior Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,919
Closed -$85.9K – 2051
2024
Q4 		$85.9K Buy
1,919
+11
+0.6% +$497 ﹤0.01% 949
2024
Q3 		$87.1K Buy
1,908
+25
+1% +$1.12K ﹤0.01% 925
2024
Q2 		$83K Buy
1,883
+11
+0.6% +$484 ﹤0.01% 924
2024
Q1 		$83.4K Buy
1,872
+7
+0.4% +$310 ﹤0.01% 1034
2023
Q4 		$82.8K Buy
1,865
+7
+0.4% +$303 0.01% 642
2023
Q3 		$80K Buy
1,858
+866
+87% +$37.5K 0.01% 668
2023
Q2 		$43.1K Buy
992
+138
+16% +$5.96K ﹤0.01% 798
2023
Q1 		$37.3K Sell
854
-26
-3% -$1.13K ﹤0.01% 841
2022
Q4 		$37.5K Buy
880
+592
+206% +$25.3K ﹤0.01% 672
2022
Q3 		$11K Buy
+288
New +$12.4K ﹤0.01% 841

Other funds holding SHYL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Avior Wealth Management's SHYL Position: Q1 2025 in Review

Avior Wealth Management sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q1 2025, closing a stake of 1,919 shares — an estimated $85.9K sold.

Avior Wealth Management first reported a position in SHYL in Q3 2022 and held it in 10 quarters. The position peaked at $87.1K in Q3 2024. 39 funds tracked by Wall St. Rank hold SHYL as of Q1 2025.

  • Avior Wealth Management reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,919 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2025, an estimated $85.9K.
  • Avior Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q3 2022 and held it in 10 quarters.
  • Avior Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $87.1K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.