Financial Architects (New Jersey)’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-129	Closed	-$5K	–	476
2020 Q2	$5K	Buy	129 +100	+345%	+$3.68K	﹤0.01%	719
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	812
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	872
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	949
2019 Q2	$1K	Hold	29	–	–	﹤0.01%	1138
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	1370
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	1271
2018 Q3	$1K	Hold	29	–	–	﹤0.01%	1366
2018 Q2	$1K	Sell	29 -592	-95%	-$23.4K	﹤0.01%	1256
2018 Q1	$25K	Hold	621	–	–	﹤0.01%	819
2017 Q4	$25K	Buy	+621	New	+$25.2K	﹤0.01%	908

Other funds holding HYLB

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

Financial Architects (New Jersey)'s HYLB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2020, closing a stake of 129 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in HYLB in Q4 2017 and held it in 11 quarters. The position peaked at $25K in Q1 2018. 182 funds tracked by Wall St. Rank hold HYLB as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 129 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
Financial Architects (New Jersey)'s Xtrackers USD High Yield Corporate Bond ETF position peaked at $25K in Q1 2018.
182 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.