Capital Wealth Planning’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Capital Wealth Planning’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
2020 Q2	–	Sell	-16,881	Closed	-$595K	–	145
2020 Q1	$595K	Buy	+16,881	New	+$652K	0.04%	111
2019 Q4	–	Sell	-16,935	Closed	-$679K	–	217
2019 Q3	$679K	Sell	16,935 -1,640	-9%	-$65.6K	0.04%	116
2019 Q2	$746K	Buy	+18,575	New	+$739K	0.05%	98

Other funds holding HYLB

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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

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

Capital Wealth Planning's HYLB Position: Q2 2020 in Review

Capital Wealth Planning sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2020, closing a stake of 16,881 shares — an estimated $595K sold.

Capital Wealth Planning first reported a position in HYLB in Q2 2019 and held it in 3 quarters. The position peaked at $746K in Q2 2019. 161 funds tracked by Wall St. Rank hold HYLB as of Q2 2020.

Capital Wealth Planning reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 16,881 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $595K.
Capital Wealth Planning first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Xtrackers USD High Yield Corporate Bond ETF position peaked at $746K in Q2 2019.
161 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.