Capital Insight Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Capital Insight Partners’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	-164,935	Closed	-$5.69M	–	163
2023 Q2	$5.69M	Buy	164,935 +8,240	+5%	+$282K	1.27%	15
2023 Q1	$5.45M	Buy	156,695 +14,559	+10%	+$500K	1.28%	14
2022 Q4	$4.79M	Buy	+142,136	New	+$4.8M	1.24%	16
2022 Q3	–	Sell	-15,508	Closed	-$523K	–	149
2022 Q2	$523K	Sell	15,508 -12,525	-45%	-$446K	0.12%	120
2022 Q1	$1.06M	Sell	28,033 -8,955	-24%	-$343K	0.22%	105
2021 Q4	$1.47M	Sell	36,988 -10,582	-22%	-$420K	0.3%	103
2021 Q3	$1.91M	Sell	47,570 -15,420	-24%	-$619K	0.41%	92
2021 Q2	$2.54M	Sell	62,990 -2,300	-4%	-$92.1K	0.57%	69
2021 Q1	$2.61M	Sell	65,290 -245	-0.4%	-$9.79K	0.63%	61
2020 Q4	$2.63M	Hold	65,535	–	–	0.66%	54
2020 Q3	$2.52M	Buy	65,535 +6,500	+11%	+$251K	0.71%	52
2020 Q2	$2.21M	Buy	+59,035	New	+$2.17M	0.7%	48

Other funds holding HYLB

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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

Capital Insight Partners's HYLB Position: Q3 2023 in Review

Capital Insight Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 164,935 shares — an estimated $5.69M sold.

Capital Insight Partners first reported a position in HYLB in Q2 2020 and held it in 12 quarters. The position peaked at $5.69M in Q2 2023. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Capital Insight Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Capital Insight Partners sold 164,935 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $5.69M.
Capital Insight Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2020 and held it in 12 quarters.
Capital Insight Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $5.69M in Q2 2023.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Capital Insight Partners's 13F filing for Q3 2023, filed 30 Oct 2023.