Freedom Investment Management’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Freedom Investment Management’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-36,000	Closed	-$1.6M	–	740
2022 Q4	$1.6M	Sell	36,000 -2,741	-7%	-$122K	0.18%	148
2022 Q3	$1.68M	Sell	38,741 -1,708	-4%	-$77.8K	0.19%	128
2022 Q2	$1.8M	Sell	40,449 -5,494	-12%	-$254K	0.19%	128
2022 Q1	$2.21M	Sell	45,943 -35,119	-43%	-$1.72M	0.2%	123
2021 Q4	$4.1M	Sell	81,062 -1,080	-1%	-$54.5K	0.3%	69
2021 Q3	$4.17M	Buy	82,142 +1,810	+2%	+$92.1K	0.32%	62
2021 Q2	$4.09M	Sell	80,332 -1,527	-2%	-$77.2K	0.3%	65
2021 Q1	$4.13M	Buy	+81,859	New	+$4.14M	0.32%	67

Other funds holding HYDW

AFIMH

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Freedom Investment Management's HYDW Position: Q1 2023 in Review

Freedom Investment Management sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2023, closing a stake of 36,000 shares — an estimated $1.6M sold.

Freedom Investment Management first reported a position in HYDW in Q1 2021 and held it in 8 quarters. The position peaked at $4.17M in Q3 2021. 22 funds tracked by Wall St. Rank hold HYDW as of Q1 2023.

Freedom Investment Management reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 36,000 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2023, an estimated $1.6M.
Freedom Investment Management first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2021 and held it in 8 quarters.
Freedom Investment Management's Xtrackers Low Beta High Yield Bond ETF position peaked at $4.17M in Q3 2021.
22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.