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Financial Gravity Companies’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$25M Buy
+677,665
New +$24.5M 4.91% 2
2024
Q4 		$21.1M Buy
586,151
+25,315
+5% +$923K 4.83% 2
2024
Q3 		$20.7M Buy
+560,836
New +$20.3M 5.54% 3

Other funds holding HYLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Financial Gravity Companies's HYLB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2025: 677,665 shares worth $25M. The stake represents 4.91% of the portfolio and ranks #2 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYLB as recently as Q4 2024.

Financial Gravity Companies first reported a position in HYLB in Q3 2024 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold HYLB as of Q2 2025.

  • Financial Gravity Companies held 677,665 shares of Xtrackers USD High Yield Corporate Bond ETF worth $25M as of Q2 2025.
  • Xtrackers USD High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Xtrackers USD High Yield Corporate Bond ETF made up 4.91% of Financial Gravity Companies's portfolio in Q2 2025, its #2 holding.
  • Financial Gravity Companies first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.