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

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