Econ Financial Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Econ Financial Services’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
2023 Q1	–	Sell	-10,746	Closed	-$362K	–	88
2022 Q4	$362K	Buy	10,746 +71	+0.7%	+$2.4K	0.37%	44
2022 Q3	$349K	Buy	+10,675	New	+$369K	0.29%	60
2022 Q1	–	Sell	-110,267	Closed	-$4.39M	–	173
2021 Q4	$4.39M	Buy	+110,267	New	+$4.38M	3.24%	6
2019 Q2	$1.47M	Buy	36,620 +2,470	+7%	+$98.2K	2.03%	16
2019 Q1	$1.36M	Buy	+34,150	New	+$1.34M	2.03%	17

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Econ Financial Services's HYLB Position: Q1 2023 in Review

Econ Financial Services sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2023, closing a stake of 10,746 shares — an estimated $362K sold.

Econ Financial Services first reported a position in HYLB in Q1 2019 and held it in 5 quarters. The position peaked at $4.39M in Q4 2021. 222 funds tracked by Wall St. Rank hold HYLB as of Q1 2023.

Econ Financial Services reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Econ Financial Services sold 10,746 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $362K.
Econ Financial Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Econ Financial Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $4.39M in Q4 2021.
222 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Econ Financial Services's 13F filing for Q1 2023, filed 21 Apr 2023.