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Ehrlich Financial Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Ehrlich Financial Group’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
2024
Q4 		– Sell
-6,037
Closed -$223K – 112
2024
Q3 		$223K Buy
+6,037
New +$218K 0.16% 98

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Royal Bank of Canada
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VOYA Investment Management
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VA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ehrlich Financial Group's HYLB Position: Q4 2024 in Review

Ehrlich Financial Group sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2024, closing a stake of 6,037 shares — an estimated $223K sold.

Ehrlich Financial Group first reported a position in HYLB in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 224 funds tracked by Wall St. Rank hold HYLB as of Q4 2024.

  • Ehrlich Financial Group reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 6,037 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $223K.
  • Ehrlich Financial Group first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Ehrlich Financial Group's Xtrackers USD High Yield Corporate Bond ETF position peaked at $223K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Ehrlich Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.