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Fiduciary Planning’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-11
Closed – – 148
2021
Q1 		$0 Hold
11
– – ﹤0.01% 270
2020
Q4 		$0 Hold
11
– – ﹤0.01% 248
2020
Q3 		$0 Buy
+11
New +$424 ﹤0.01% 199
2020
Q1 		– Sell
-25,428
Closed -$1.02M – 55
2019
Q4 		$1.02M Buy
+25,428
New +$1.02M 0.94% 19

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Fiduciary Planning's HYLB Position: Q2 2021 in Review

Fiduciary Planning sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2021, closing a stake of 11 shares.

Fiduciary Planning first reported a position in HYLB in Q4 2019 and held it in 4 quarters. The position peaked at $1.02M in Q4 2019. 249 funds tracked by Wall St. Rank hold HYLB as of Q2 2021.

  • Fiduciary Planning reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 11 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2021.
  • Fiduciary Planning first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.