Global Wealth Management Investment Advisory’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Global Wealth Management Investment Advisory’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	-9	Closed	-$311	–	486
2023 Q2	$311	Buy	+9	New	+$308	﹤0.01%	450
2022 Q4	–	Sell	-6,594	Closed	-$216K	–	136
2022 Q3	$216K	Buy	+6,594	New	+$228K	0.08%	128
2022 Q2	–	Sell	-10	Closed	–	–	514
2022 Q1	$0	Hold	10	–	–	﹤0.01%	506
2021 Q4	$0	Hold	10	–	–	﹤0.01%	477
2021 Q3	$0	Hold	10	–	–	﹤0.01%	477
2021 Q2	$0	Hold	10	–	–	﹤0.01%	462
2021 Q1	$0	Sell	10 -29	-74%	-$1.16K	﹤0.01%	486
2020 Q4	$2K	Sell	39 -60	-61%	-$2.36K	﹤0.01%	390
2020 Q3	$4K	Sell	99 -17,675	-99%	-$682K	﹤0.01%	342
2020 Q2	$665K	Buy	17,774 +17,416	+4,865%	+$641K	0.28%	80
2020 Q1	$13K	Buy	358 +120	+50%	+$4.64K	0.01%	300
2019 Q4	$10K	Buy	+238	New	+$9.51K	﹤0.01%	354
2019 Q2	–	Sell	-80	Closed	-$3K	–	736
2019 Q1	$3K	Buy	+80	New	+$3.13K	﹤0.01%	492

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

Global Wealth Management Investment Advisory's HYLB Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 9 shares — an estimated $311 sold.

Global Wealth Management Investment Advisory first reported a position in HYLB in Q1 2019 and held it in 13 quarters. The position peaked at $665K in Q2 2020. 207 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Global Wealth Management Investment Advisory reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 9 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $311.
Global Wealth Management Investment Advisory first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2019 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Xtrackers USD High Yield Corporate Bond ETF position peaked at $665K in Q2 2020.
207 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.