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Baystate Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Baystate Wealth Management’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
2020
Q2 		– Sell
-14
Closed – – 687
2020
Q1 		$0 Sell
14
-1,475
-99% -$57K ﹤0.01% 636
2019
Q4 		$60K Buy
+1,489
New +$59.5K 0.01% 208

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Manulife (Manufacturers Life Insurance)
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's HYLB Position: Q2 2020 in Review

Baystate Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2020, closing a stake of 14 shares.

Baystate Wealth Management first reported a position in HYLB in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 161 funds tracked by Wall St. Rank hold HYLB as of Q2 2020.

  • Baystate Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 14 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2020.
  • Baystate Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Baystate Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $60K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.