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Caldwell Trust’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Caldwell Trust’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
2021
Q2 		– Sell
-343
Closed -$13.7K – 746
2021
Q1 		$13.7K Buy
+343
New +$13.7K ﹤0.01% 601

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Caldwell Trust's HYLB Position: Q2 2021 in Review

Caldwell Trust sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2021, closing a stake of 343 shares — an estimated $13.7K sold.

Caldwell Trust first reported a position in HYLB in Q1 2021 and held it in 1 quarter. The position peaked at $13.7K in Q1 2021. 249 funds tracked by Wall St. Rank hold HYLB as of Q2 2021.

  • Caldwell Trust reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Caldwell Trust sold 343 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $13.7K.
  • Caldwell Trust first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Caldwell Trust's Xtrackers USD High Yield Corporate Bond ETF position peaked at $13.7K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.