Congress Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
54,176
+1,530
| +3% | +$56.5K | 0.02% | 554 |
|
|
2025
Q1 | $1.9M | Sell |
52,646
-3,653
| -6% | -$132K | 0.02% | 504 |
|
|
2024
Q4 | $2.03M | Buy |
56,299
+1,413
| +3% | +$51K | 0.03% | 412 |
|
|
2024
Q3 | $2.03M | Buy |
54,886
+831
| +2% | +$30.7K | 0.03% | 426 |
|
|
2024
Q2 | $1.92M | Buy |
54,055
+1,105
| +2% | +$39.2K | 0.03% | 364 |
|
|
2024
Q1 | $1.89M | Buy |
52,950
+1,903
| +4% | +$68K | 0.03% | 323 |
|
|
2023
Q4 | $1.81M | Buy |
51,047
+3,278
| +7% | +$117K | 0.03% | 325 |
|
|
2023
Q3 | $1.62M | Sell |
47,769
-2,990
| -6% | -$101K | 0.03% | 328 |
|
|
2023
Q2 | $1.75M | Sell |
50,759
-41
| -0.1% | -$1.42K | 0.04% | 284 |
|
|
2023
Q1 | $1.77M | Buy |
50,800
+1,510
| +3% | +$52.5K | 0.04% | 279 |
|
|
2022
Q4 | $1.66M | Buy |
49,290
+13,037
| +36% | +$439K | 0.04% | 283 |
|
|
2022
Q3 | $1.19M | Sell |
36,253
-9,294
| -20% | -$304K | 0.03% | 321 |
|
|
2022
Q2 | $1.54M | Buy |
45,547
+3,951
| +9% | +$133K | 0.04% | 299 |
|
|
2022
Q1 | $1.57M | Sell |
41,596
-8,341
| -17% | -$315K | 0.03% | 309 |
|
|
2021
Q4 | $1.99M | Buy |
+49,937
| New | +$1.99M | 0.04% | 309 |
|