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Cape Investment Advisory’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Cape Investment Advisory’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.2K Buy
+927
New +$41.2K 0.01% 549
2026
Q1 		– Sell
-927
Closed -$41.7K – 1028
2025
Q4 		$41.7K Hold
927
– – 0.01% 455
2025
Q3 		$42.1K Hold
927
– – 0.04% 242
2025
Q2 		$42K Buy
927
+641
+224% +$28.5K 0.02% 396
2025
Q1 		$12.8K Buy
+286
New +$12.9K 0.01% 560

Other funds holding SHYL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Cape Investment Advisory's SHYL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q2 2026: 927 shares worth $41.2K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SHYL as recently as Q4 2025.

Cape Investment Advisory first reported a position in SHYL in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.1K in Q3 2025. 58 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

  • Cape Investment Advisory held 927 shares of Xtrackers Short Duration High Yield Bond ETF worth $41.2K as of Q2 2026.
  • Xtrackers Short Duration High Yield Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #549 holding.
  • Cape Investment Advisory first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Xtrackers Short Duration High Yield Bond ETF position peaked at $42.1K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.