DWM
SHYL icon

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

Diversify 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 		$394K Buy
8,970
+223
+3% +$9.91K 0.01% 949
2026
Q1 		$390K Buy
+8,747
New +$391K 0.01% 877

Other funds holding SHYL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SF
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Diversify Wealth Management increased its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 2.5% in Q2 2026, buying an estimated $9.91K and bringing the position to 8,970 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #949.

Diversify Wealth Management first reported a position in SHYL in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

  • Diversify Wealth Management held 8,970 shares of Xtrackers Short Duration High Yield Bond ETF worth $394K as of Q2 2026.
  • Diversify Wealth Management bought 223 Xtrackers Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $9.91K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Diversify Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.