Center for Financial Planning’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Center for Financial 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
2023 Q3	–	Sell	-2	Closed	-$69	–	544
2023 Q2	$69	Hold	2	–	–	﹤0.01%	565
2023 Q1	$70	Hold	2	–	–	﹤0.01%	530
2022 Q4	$67	Hold	2	–	–	﹤0.01%	535
2022 Q3	$0	Hold	2	–	–	﹤0.01%	659
2022 Q2	$0	Hold	2	–	–	﹤0.01%	549
2022 Q1	$0	Buy	+2	New	+$77	﹤0.01%	556

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

Center for Financial Planning's HYLB Position: Q3 2023 in Review

Center for Financial Planning sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 2 shares — an estimated $69 sold.

Center for Financial Planning first reported a position in HYLB in Q1 2022 and held it in 6 quarters. The position peaked at $70 in Q1 2023. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Center for Financial Planning reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 2 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $69.
Center for Financial Planning first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Center for Financial Planning's Xtrackers USD High Yield Corporate Bond ETF position peaked at $70 in Q1 2023.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.