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

Columbia Advisory 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
2023 Q4	–	Sell	-6,199	Closed	-$210K	–	66
2023 Q3	$210K	Buy	+6,199	New	+$213K	0.23%	58
2022 Q1	–	Sell	-8,508	Closed	-$339K	–	61
2021 Q4	$339K	Buy	+8,508	New	+$338K	0.34%	23

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OPAM

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

Columbia Advisory Partners's HYLB Position: Q4 2023 in Review

Columbia Advisory Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 6,199 shares — an estimated $210K sold.

Columbia Advisory Partners first reported a position in HYLB in Q4 2021 and held it in 2 quarters. The position peaked at $339K in Q4 2021. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

Columbia Advisory Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Columbia Advisory Partners sold 6,199 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $210K.
Columbia Advisory Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
Columbia Advisory Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $339K in Q4 2021.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Columbia Advisory Partners's 13F filing for Q4 2023, filed 10 Jan 2024.