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Colton Groome Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Colton Groome Financial Advisors’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
-7,676
Closed -$277K – 129
2024
Q4 		$277K Sell
7,676
-2,637
-26% -$96.2K 0.11% 102
2024
Q3 		$381K Buy
10,313
+157
+2% +$5.67K 0.14% 91
2024
Q2 		$360K Sell
10,156
-6,177
-38% -$218K 0.14% 85
2024
Q1 		$583K Sell
16,333
-6,510
-28% -$231K 0.23% 64
2023
Q4 		$812K Sell
22,843
-6,697
-23% -$229K 0.35% 50
2023
Q3 		$1M Buy
29,540
+559
+2% +$19.2K 0.5% 42
2023
Q2 		$1,000K Sell
28,981
-17,157
-37% -$588K 0.47% 51
2023
Q1 		$1.6M Buy
46,138
+19,983
+76% +$686K 0.76% 36
2022
Q4 		$882K Buy
+26,155
New +$883K 0.43% 48
2022
Q1 		– Sell
-88,581
Closed -$3.53M – 116
2021
Q4 		$3.53M Sell
88,581
-50,348
-36% -$2M 1.43% 22
2021
Q3 		$5.57M Sell
138,929
-2,527
-2% -$101K 2.42% 15
2021
Q2 		$5.7M Buy
141,456
+55,072
+64% +$2.21M 2.61% 14
2021
Q1 		$3.46M Buy
86,384
+5,673
+7% +$227K 1.93% 17
2020
Q4 		$3.23M Buy
80,711
+19,133
+31% +$752K 2.08% 17
2020
Q3 		$2.37M Buy
61,578
+10,517
+21% +$406K 1.66% 19
2020
Q2 		$1.91M Buy
51,061
+23,042
+82% +$848K 1.39% 20
2020
Q1 		$988K Sell
28,019
-99,699
-78% -$3.85M 0.82% 23
2019
Q4 		$5.15M Buy
127,718
+2,728
+2% +$109K 3.69% 9
2019
Q3 		$4.98M Buy
124,990
+39,941
+47% +$1.6M 3.68% 10
2019
Q2 		$3.42M Buy
+85,049
New +$3.38M 2.74% 13

Other funds holding HYLB

Bank of America
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Royal Bank of Canada
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Colton Groome Financial Advisors's HYLB Position: Q1 2025 in Review

Colton Groome Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2025, closing a stake of 7,676 shares — an estimated $277K sold.

Colton Groome Financial Advisors first reported a position in HYLB in Q2 2019 and held it in 20 quarters. The position peaked at $5.7M in Q2 2021. 225 funds tracked by Wall St. Rank hold HYLB as of Q1 2025.

  • Colton Groome Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 7,676 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $277K.
  • Colton Groome Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2019 and held it in 20 quarters.
  • Colton Groome Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $5.7M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.