Cascadia Advisory Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Cascadia Advisory Services’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 Q3	$797K	Buy	19,879 +8,835	+80%	+$355K	0.16%	138
2021 Q2	$445K	Sell	11,044 -8,691	-44%	-$348K	0.1%	184
2021 Q1	$789K	Buy	+19,735	New	+$788K	0.17%	133
2020 Q3	$618K	Buy	16,061 +10,266	+177%	+$396K	0.17%	150
2020 Q2	$217K	Buy	+5,795	New	+$213K	0.07%	158
2019 Q4	$690K	Buy	+17,114	New	+$684K	0.2%	120

Other funds holding HYLB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFIMH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

CSIA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascadia Advisory Services's HYLB Position: Q3 2021 in Review

Cascadia Advisory Services increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 80% in Q3 2021, buying an estimated $355K and bringing the position to 19,879 shares worth $797K. The position accounts for 0.16% of the portfolio, ranked #138.

Cascadia Advisory Services first reported a position in HYLB in Q4 2019 and has held it in 6 quarters since. 241 funds tracked by Wall St. Rank hold HYLB as of Q3 2021.

Cascadia Advisory Services held 19,879 shares of Xtrackers USD High Yield Corporate Bond ETF worth $797K as of Q3 2021.
Cascadia Advisory Services bought 8,835 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $355K.
Xtrackers USD High Yield Corporate Bond ETF made up 0.16% of Cascadia Advisory Services's portfolio in Q3 2021, its #138 holding.
Cascadia Advisory Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
241 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.