Concurrent Investment Advisors’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Concurrent Investment Advisors’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
2026 Q2	$9.34M	Buy	210,216 +14,223	+7%	+$632K	0.08%	276
2026 Q1	$8.7M	Buy	195,993 +25,529	+15%	+$1.14M	0.09%	237
2025 Q4	$7.67M	Buy	170,464 +14,967	+10%	+$674K	0.09%	243
2025 Q3	$7.06M	Buy	155,497 +29,332	+23%	+$1.33M	0.12%	181
2025 Q2	$5.72M	Buy	126,165 +18,417	+17%	+$818K	0.11%	197
2025 Q1	$4.81M	Buy	107,748 +24,780	+30%	+$1.12M	0.12%	188
2024 Q4	$3.71M	Buy	82,968 +28,777	+53%	+$1.3M	0.1%	205
2024 Q3	$2.47M	Buy	54,191 +43,562	+410%	+$1.95M	0.07%	257
2024 Q2	$469K	Buy	+10,629	New	+$468K	0.02%	608

Other funds holding SHYL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 7.3% in Q2 2026, buying an estimated $632K and bringing the position to 210,216 shares worth $9.34M. The position accounts for 0.08% of the portfolio, ranked #276.

Concurrent Investment Advisors first reported a position in SHYL in Q2 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

Concurrent Investment Advisors held 210,216 shares of Xtrackers Short Duration High Yield Bond ETF worth $9.34M as of Q2 2026.
Concurrent Investment Advisors bought 14,223 Xtrackers Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $632K.
Xtrackers Short Duration High Yield Bond ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #276 holding.
Concurrent Investment Advisors first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

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