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Fortis Group Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Fortis Group 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
Q1 		$3.83K Hold
106
– – ﹤0.01% 454
2025
Q4 		$3.9K Hold
106
– – ﹤0.01% 453
2025
Q3 		$3.93K Hold
106
– – ﹤0.01% 410
2025
Q2 		$3.91K Hold
106
– – ﹤0.01% 406
2025
Q1 		$3.83K Hold
106
– – ﹤0.01% 372
2024
Q4 		$3.82K Hold
106
– – ﹤0.01% 385
2024
Q3 		$3.91K Hold
106
– – ﹤0.01% 372
2024
Q2 		$3.76K Hold
106
– – ﹤0.01% 374
2024
Q1 		$3.79K Sell
106
-106
-50% -$3.76K ﹤0.01% 393
2023
Q4 		$7.54K Buy
212
+106
+100% +$3.63K ﹤0.01% 325
2023
Q3 		$3.59K Buy
+106
New +$3.64K ﹤0.01% 321
2020
Q3 		$4K Buy
+106
New +$4.09K ﹤0.01% 354

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return