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EP Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

EP Wealth Advisors’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
2026
Q2 		$178K Buy
+4,886
New +$178K ﹤0.01% 1541
2024
Q2 		– Sell
-6,595
Closed -$236K – 871
2024
Q1 		$236K Buy
+6,595
New +$234K ﹤0.01% 697

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EP Wealth Advisors's HYLB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2026: 4,886 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HYLB as recently as Q1 2024.

EP Wealth Advisors first reported a position in HYLB in Q1 2024 and has held it in 2 quarters since. The position peaked at $236K in Q1 2024. 238 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

  • EP Wealth Advisors held 4,886 shares of Xtrackers USD High Yield Corporate Bond ETF worth $178K as of Q2 2026.
  • Xtrackers USD High Yield Corporate Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • Xtrackers USD High Yield Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1541 holding.
  • EP Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • EP Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $236K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.