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Columbia Advisory Partners’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Columbia Advisory Partners’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,217
Closed -$483K – 72
2023
Q3 		$483K Buy
11,217
+108
+1% +$4.67K 0.53% 30
2023
Q2 		$483K Hold
11,109
– – 0.52% 28
2023
Q1 		$485K Buy
+11,109
New +$481K 0.46% 32

Other funds holding SHYL

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Columbia Advisory Partners sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q4 2023, closing a stake of 11,217 shares — an estimated $483K sold.

Columbia Advisory Partners first reported a position in SHYL in Q1 2023 and held it in 3 quarters. The position peaked at $485K in Q1 2023. 33 funds tracked by Wall St. Rank hold SHYL as of Q4 2023.

  • Columbia Advisory Partners reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 11,217 Xtrackers Short Duration High Yield Bond ETF shares in Q4 2023, an estimated $483K.
  • Columbia Advisory Partners first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2023 and held it in 3 quarters.
  • Columbia Advisory Partners's Xtrackers Short Duration High Yield Bond ETF position peaked at $485K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q4 2023.

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