BRWA
HYLB icon

B. Riley Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$279K Buy
7,726
+1,111
+17% +$40.5K 0.01% 897
2024
Q3 		$244K Buy
6,615
+940
+17% +$34K 0.01% 1057
2024
Q2 		$201K Buy
+5,675
New +$200K 0.01% 1238
2022
Q2 		– Sell
-6,430
Closed -$244K – 1297
2022
Q1 		$244K Sell
6,430
-14,631
-69% -$560K 0.01% 1112
2021
Q4 		$840K Buy
21,061
+1,035
+5% +$41.1K 0.02% 584
2021
Q3 		$804K Buy
20,026
+2,306
+13% +$92.6K 0.03% 591
2021
Q2 		$715K Buy
17,720
+2,159
+14% +$86.5K 0.02% 631
2021
Q1 		$623K Sell
15,561
-614
-4% -$24.5K 0.02% 631
2020
Q4 		$649K Sell
16,175
-5,486
-25% -$216K 0.03% 454
2020
Q3 		$835K Buy
21,661
+11,855
+121% +$457K 0.04% 358
2020
Q2 		$368K Sell
9,806
-37,590
-79% -$1.38M 0.02% 560
2020
Q1 		$1.67M Buy
47,396
+27,618
+140% +$1.07M 0.14% 152
2019
Q4 		$798K Buy
19,778
+682
+4% +$27.2K 0.07% 282
2019
Q3 		$766K Buy
19,096
+11,490
+151% +$459K 0.08% 276
2019
Q2 		$306K Sell
7,606
-3,647
-32% -$145K 0.03% 554
2019
Q1 		$449K Buy
11,253
+3,959
+54% +$155K 0.06% 370
2018
Q4 		$274K Sell
7,294
-1,750
-19% -$67.6K 0.04% 471
2018
Q3 		$362K Buy
+9,044
New +$359K 0.04% 435

Other funds holding HYLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Advisors's HYLB Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 17% in Q4 2024, buying an estimated $40.5K and bringing the position to 7,726 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #897.

B. Riley Wealth Advisors first reported a position in HYLB in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.67M in Q1 2020. 224 funds tracked by Wall St. Rank hold HYLB as of Q4 2024.

  • B. Riley Wealth Advisors held 7,726 shares of Xtrackers USD High Yield Corporate Bond ETF worth $279K as of Q4 2024.
  • B. Riley Wealth Advisors bought 1,111 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $40.5K.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #897 holding.
  • B. Riley Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.67M in Q1 2020.
  • 224 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.