Copia Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Copia Wealth Management’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	$61.8K	Hold	1,392	–	–	0.04%	192
2026 Q1	$61.8K	Hold	1,392	–	–	0.04%	180
2025 Q4	$62.6K	Hold	1,392	–	–	0.04%	185
2025 Q3	$63.2K	Hold	1,392	–	–	0.05%	170
2025 Q2	$63.1K	Hold	1,392	–	–	0.05%	149
2025 Q1	$62.1K	Buy	+1,392	New	+$62.7K	0.06%	142

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 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

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

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

Copia Wealth Management's SHYL Position: Q2 2026 in Review

Copia Wealth Management held its Xtrackers Short Duration High Yield Bond ETF (SHYL) position steady in Q2 2026 at 1,392 shares worth $61.8K. The position accounts for 0.04% of the portfolio, ranked #192.

Copia Wealth Management first reported a position in SHYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.2K in Q3 2025. 58 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

Copia Wealth Management held 1,392 shares of Xtrackers Short Duration High Yield Bond ETF worth $61.8K as of Q2 2026.
Copia Wealth Management left its Xtrackers Short Duration High Yield Bond ETF share count unchanged in Q2 2026.
Xtrackers Short Duration High Yield Bond ETF made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #192 holding.
Copia Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
Copia Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $63.2K in Q3 2025.
58 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.