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Congress Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Congress Wealth Management’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
2025
Q2 		$2M Buy
54,176
+1,530
+3% +$55.2K 0.02% 554
2025
Q1 		$1.9M Sell
52,646
-3,653
-6% -$133K 0.02% 504
2024
Q4 		$2.03M Buy
56,299
+1,413
+3% +$51.5K 0.03% 412
2024
Q3 		$2.03M Buy
54,886
+831
+2% +$30K 0.03% 426
2024
Q2 		$1.92M Buy
54,055
+1,105
+2% +$39K 0.03% 364
2024
Q1 		$1.89M Buy
52,950
+1,903
+4% +$67.5K 0.03% 323
2023
Q4 		$1.81M Buy
51,047
+3,278
+7% +$112K 0.03% 325
2023
Q3 		$1.62M Sell
47,769
-2,990
-6% -$103K 0.03% 328
2023
Q2 		$1.75M Sell
50,759
-41
-0.1% -$1.41K 0.04% 284
2023
Q1 		$1.77M Buy
50,800
+1,510
+3% +$51.8K 0.04% 279
2022
Q4 		$1.66M Buy
49,290
+13,037
+36% +$440K 0.04% 283
2022
Q3 		$1.19M Sell
36,253
-9,294
-20% -$322K 0.03% 321
2022
Q2 		$1.54M Buy
45,547
+3,951
+9% +$141K 0.04% 299
2022
Q1 		$1.57M Sell
41,596
-8,341
-17% -$319K 0.03% 309
2021
Q4 		$1.99M Buy
+49,937
New +$1.98M 0.04% 311

Other funds holding HYLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Congress Wealth Management's HYLB Position: Q2 2025 in Review

Congress Wealth Management increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 2.9% in Q2 2025, buying an estimated $55.2K and bringing the position to 54,176 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #554.

Congress Wealth Management first reported a position in HYLB in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.03M in Q4 2024. 221 funds tracked by Wall St. Rank hold HYLB as of Q2 2025.

  • Congress Wealth Management held 54,176 shares of Xtrackers USD High Yield Corporate Bond ETF worth $2M as of Q2 2025.
  • Congress Wealth Management bought 1,530 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $55.2K.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #554 holding.
  • Congress Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.03M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.