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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cape Investment Advisory's SHYL Position: Q1 2026 in Review

Cape Investment Advisory sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q1 2026, closing a stake of 927 shares — an estimated $41.7K sold.

Cape Investment Advisory first reported a position in SHYL in Q1 2025 and held it in 4 quarters. The position peaked at $42.1K in Q3 2025. 48 funds tracked by Wall St. Rank hold SHYL as of Q1 2026.

Cape Investment Advisory reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 927 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2026, an estimated $41.7K.
Cape Investment Advisory first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and held it in 4 quarters.
Cape Investment Advisory's Xtrackers Short Duration High Yield Bond ETF position peaked at $42.1K in Q3 2025.
48 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.