Concurrent Investment Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Concurrent Investment 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
2026 Q2	$2M	Buy	+54,737	New	+$2M	0.02%	722
2026 Q1	–	Sell	-50,673	Closed	-$1.87M	–	1978
2025 Q4	$1.87M	Buy	50,673 +39,700	+362%	+$1.46M	0.02%	601
2025 Q3	$407K	Buy	10,973 +5,355	+95%	+$197K	0.01%	1012
2025 Q2	$207K	Buy	+5,618	New	+$203K	﹤0.01%	1248

Other funds holding HYLB

OPAM

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

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Concurrent Investment Advisors's HYLB Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2026: 54,737 shares worth $2M. The stake represents 0.02% of the portfolio and ranks #722 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in HYLB as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in HYLB in Q2 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

Concurrent Investment Advisors held 54,737 shares of Xtrackers USD High Yield Corporate Bond ETF worth $2M as of Q2 2026.
Xtrackers USD High Yield Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Xtrackers USD High Yield Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #722 holding.
Concurrent Investment Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
65 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.