Cahill Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Cahill Financial 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
2023 Q4	–	Sell	-52,780	Closed	-$1.79M	–	246
2023 Q3	$1.79M	Buy	52,780 +2,724	+5%	+$93.4K	0.3%	73
2023 Q2	$1.73M	Buy	50,056 +1,890	+4%	+$64.8K	0.28%	76
2023 Q1	$1.67M	Sell	48,166 -1,320	-3%	-$45.3K	0.3%	74
2022 Q4	$1.67M	Sell	49,486 -3,166	-6%	-$107K	0.32%	70
2022 Q3	$1.72M	Buy	52,652 +2,417	+5%	+$83.7K	0.36%	69
2022 Q2	$1.69M	Sell	50,235 -2,136	-4%	-$76K	0.36%	66
2022 Q1	$1.98M	Sell	52,371 -571	-1%	-$21.9K	0.37%	64
2021 Q4	$2.11M	Sell	52,942 -5,134	-9%	-$204K	0.41%	60
2021 Q3	$2.33M	Sell	58,076 -4,998	-8%	-$201K	0.48%	53
2021 Q2	$2.54M	Buy	63,074 +1,565	+3%	+$62.7K	0.57%	43
2021 Q1	$2.46M	Sell	61,509 -2,759	-4%	-$110K	0.6%	39
2020 Q4	$2.58M	Buy	+64,268	New	+$2.53M	0.65%	39

Other funds holding HYLB

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

CSIA

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Cahill Financial Advisors's HYLB Position: Q4 2023 in Review

Cahill Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 52,780 shares — an estimated $1.79M sold.

Cahill Financial Advisors first reported a position in HYLB in Q4 2020 and held it in 12 quarters. The position peaked at $2.58M in Q4 2020. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

Cahill Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Cahill Financial Advisors sold 52,780 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.79M.
Cahill Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
Cahill Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.58M in Q4 2020.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Cahill Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.