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Bradley & Co Private Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Bradley & Co Private 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
2024
Q1 		– Sell
-62
Closed -$2.2K – 195
2023
Q4 		$2.2K Buy
+62
New +$2.12K ﹤0.01% 171

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CSIA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
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

Bradley & Co Private Wealth Management's HYLB Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2024, closing a stake of 62 shares — an estimated $2.2K sold.

Bradley & Co Private Wealth Management first reported a position in HYLB in Q4 2023 and held it in 1 quarter. The position peaked at $2.2K in Q4 2023. 214 funds tracked by Wall St. Rank hold HYLB as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 62 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $2.2K.
  • Bradley & Co Private Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.2K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.