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

Brown 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
2023 Q3	–	Sell	-91,650	Closed	-$3.16M	–	91
2023 Q2	$3.16M	Buy	+91,650	New	+$3.14M	1.64%	17

Other funds holding HYLB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brown Wealth Management's HYLB Position: Q3 2023 in Review

Brown Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 91,650 shares — an estimated $3.16M sold.

Brown Wealth Management first reported a position in HYLB in Q2 2023 and held it in 1 quarter. The position peaked at $3.16M in Q2 2023. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Brown Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Brown Wealth Management sold 91,650 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $3.16M.
Brown Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
Brown Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.16M in Q2 2023.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Brown Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.