Heritage Oak Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Heritage Oak Wealth 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 Q2	$1.5M	Buy	+40,979	New	+$1.5M	0.44%	26
2026 Q1	–	Sell	-96,232	Closed	-$3.54M	–	79
2025 Q4	$3.54M	Sell	96,232 -5,070	-5%	-$187K	1.31%	10
2025 Q3	$3.76M	Buy	101,302 +1,591	+2%	+$58.6K	1.37%	14
2025 Q2	$3.68M	Sell	99,711 -710	-0.7%	-$25.6K	1.42%	12
2025 Q1	$3.63M	Buy	100,421 +1,598	+2%	+$58.1K	1.59%	13
2024 Q4	$3.57M	Buy	+98,823	New	+$3.6M	1.67%	12
2024 Q3	–	Sell	-87,477	Closed	-$3.1M	–	176
2024 Q2	$3.1M	Buy	+87,477	New	+$3.09M	1.57%	11

Other funds holding HYLB

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Heritage Oak Wealth Advisors's HYLB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2026: 40,979 shares worth $1.5M. The stake represents 0.44% of the portfolio and ranks #26 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in HYLB as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in HYLB in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.76M in Q3 2025. 62 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

Heritage Oak Wealth Advisors held 40,979 shares of Xtrackers USD High Yield Corporate Bond ETF worth $1.5M as of Q2 2026.
Xtrackers USD High Yield Corporate Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
Xtrackers USD High Yield Corporate Bond ETF made up 0.44% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Heritage Oak Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.76M in Q3 2025.
62 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.