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

Castleview 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
2025 Q1	–	Sell	-762	Closed	-$27.6K	–	344
2024 Q4	$27.6K	Buy	762 +3	+0.4%	+$109	0.01%	426
2024 Q3	$28K	Sell	759 -13	-2%	-$470	0.02%	404
2024 Q2	$27.4K	Buy	772 +5	+0.7%	+$177	0.02%	402
2024 Q1	$27.4K	Buy	767 +694	+951%	+$24.6K	0.02%	426
2023 Q4	$2.6K	Buy	+73	New	+$2.5K	﹤0.01%	683
2022 Q1	–	Sell	-36,533	Closed	-$917	–	844
2021 Q4	$917	Buy	+36,533	New	+$1.45M	0.01%	412
2021 Q2	$48K	Buy	+1,185	New	+$47.5K	0.02%	424

Other funds holding HYLB

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Castleview Partners's HYLB Position: Q1 2025 in Review

Castleview Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2025, closing a stake of 762 shares — an estimated $27.6K sold.

Castleview Partners first reported a position in HYLB in Q2 2021 and held it in 7 quarters. The position peaked at $48K in Q2 2021. 225 funds tracked by Wall St. Rank hold HYLB as of Q1 2025.

Castleview Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 762 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $27.6K.
Castleview Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Castleview Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $48K in Q2 2021.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.