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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.4K	Sell	1,671 -376	-18%	-$13.8K	﹤0.01%	1755
2025 Q4	$75.4K	Buy	2,047 +1,539	+303%	+$56.7K	﹤0.01%	1471
2025 Q3	$18.9K	Hold	508	–	–	﹤0.01%	2400
2025 Q2	$18.8K	Sell	508 -171	-25%	-$6.17K	﹤0.01%	2345
2025 Q1	$24.5K	Buy	679 +87	+15%	+$3.17K	﹤0.01%	1585
2024 Q4	$21.4K	Buy	592 +29	+5%	+$1.06K	﹤0.01%	1587
2024 Q3	$20.8K	Hold	563	–	–	﹤0.01%	1465
2024 Q2	$20.3K	Hold	563	–	–	﹤0.01%	1499
2024 Q1	$19.7K	Sell	563 -727	-56%	-$25.8K	﹤0.01%	1367
2023 Q4	$45.9K	Buy	1,290 +12	+0.9%	+$411	﹤0.01%	929
2023 Q3	$43.3K	Buy	1,278 +8	+0.6%	+$274	﹤0.01%	866
2023 Q2	$43.8K	Buy	1,270 +165	+15%	+$5.66K	﹤0.01%	886
2023 Q1	$38.4K	Sell	1,105 -369	-25%	-$12.7K	﹤0.01%	882
2022 Q4	$49.7K	Buy	1,474 +611	+71%	+$20.6K	0.01%	764
2022 Q3	$28K	Buy	863 +323	+60%	+$11.2K	0.01%	792
2022 Q2	$18K	Buy	540 +7	+1%	+$249	﹤0.01%	854
2022 Q1	$20K	Buy	533 +4	+0.8%	+$153	0.01%	698
2021 Q4	$21K	Buy	+529	New	+$21K	0.01%	662