Belpointe Asset Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-14,522	Closed	-$505K	–	1813
2023 Q1	$505K	Sell	14,522 -510	-3%	-$17.5K	0.03%	565
2022 Q4	$507K	Sell	15,032 -679	-4%	-$22.9K	0.03%	534
2022 Q3	$515K	Sell	15,711 -212	-1%	-$7.34K	0.03%	493
2022 Q2	$537K	Sell	15,923 -3,129	-16%	-$111K	0.04%	459
2022 Q1	$718K	Sell	19,052 -5,465	-22%	-$209K	0.04%	417
2021 Q4	$977K	Sell	24,517 -26,754	-52%	-$1.06M	0.06%	325
2021 Q3	$2.06M	Buy	+51,271	New	+$2.06M	0.14%	152

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Belpointe Asset Management's HYLB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 14,522 shares — an estimated $505K sold.

Belpointe Asset Management first reported a position in HYLB in Q3 2021 and held it in 7 quarters. The position peaked at $2.06M in Q3 2021. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

Belpointe Asset Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 14,522 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $505K.
Belpointe Asset Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
Belpointe Asset Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.06M in Q3 2021.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.