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Golden State Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-693
Closed -$28K – 445
2019
Q3 		$28K Buy
693
+13
+2% +$520 0.01% 557
2019
Q2 		$27K Buy
680
+9
+1% +$358 0.01% 567
2019
Q1 		$27K Buy
+671
New +$26.2K 0.01% 566

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Bank of America
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Fisher Asset Management
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
FI
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Golden State Wealth Management's HYLB Position: Q4 2019 in Review

Golden State Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2019, closing a stake of 693 shares — an estimated $28K sold.

Golden State Wealth Management first reported a position in HYLB in Q1 2019 and held it in 3 quarters. The position peaked at $28K in Q3 2019. 176 funds tracked by Wall St. Rank hold HYLB as of Q4 2019.

  • Golden State Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 693 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $28K.
  • Golden State Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $28K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.