CIA
Concurrent Investment Advisors’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
126,165
+18,417
| +17% | +$835K | 0.11% | 196 |
|
|
2025
Q1 | $4.81M | Buy |
107,748
+24,780
| +30% | +$1.11M | 0.12% | 187 |
|
|
2024
Q4 | $3.71M | Buy |
82,968
+28,777
| +53% | +$1.29M | 0.1% | 203 |
|
|
2024
Q3 | $2.47M | Buy |
54,191
+43,562
| +410% | +$1.99M | 0.07% | 255 |
|
|
2024
Q2 | $469K | Buy |
+10,629
| New | +$469K | 0.02% | 601 |
|