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

Endurance Wealth Management’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 Q2	–	Sell	-300	Closed	-$10K	–	649
2023 Q1	$10K	Hold	300	–	–	﹤0.01%	502
2022 Q4	$10K	Sell	300 -359	-54%	-$12.1K	﹤0.01%	477
2022 Q3	$22K	Hold	659	–	–	﹤0.01%	398
2022 Q2	$22K	Hold	659	–	–	﹤0.01%	405
2022 Q1	$25K	Buy	+659	New	+$25.2K	﹤0.01%	422

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Endurance Wealth Management's HYLB Position: Q2 2023 in Review

Endurance Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 300 shares — an estimated $10K sold.

Endurance Wealth Management first reported a position in HYLB in Q1 2022 and held it in 5 quarters. The position peaked at $25K in Q1 2022. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

Endurance Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Endurance Wealth Management sold 300 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $10K.
Endurance Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2022 and held it in 5 quarters.
Endurance Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $25K in Q1 2022.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.