Foundations Investment Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Foundations Investment 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
2023 Q3	–	Sell	-8,886	Closed	-$307K	–	655
2023 Q2	$307K	Sell	8,886 -1,149	-11%	-$39.4K	0.01%	469
2023 Q1	$349K	Buy	+10,035	New	+$345K	0.01%	373
2020 Q3	–	Sell	-6,249	Closed	-$236K	–	174
2020 Q2	$236K	Buy	+6,249	New	+$230K	0.02%	149

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CSIA

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Foundations Investment Advisors's HYLB Position: Q3 2023 in Review

Foundations Investment Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 8,886 shares — an estimated $307K sold.

Foundations Investment Advisors first reported a position in HYLB in Q2 2020 and held it in 3 quarters. The position peaked at $349K in Q1 2023. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Foundations Investment Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Foundations Investment Advisors sold 8,886 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $307K.
Foundations Investment Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Foundations Investment Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $349K in Q1 2023.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.