Heritage Wealth Advisors
HYLB icon

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

Heritage 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
2025
Q4 		– Sell
-66
Closed -$2.45K – 601
2025
Q3 		$2.45K Buy
+66
New +$2.43K ﹤0.01% 516

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Heritage Wealth Advisors's HYLB Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2025, closing a stake of 66 shares — an estimated $2.45K sold.

Heritage Wealth Advisors first reported a position in HYLB in Q3 2025 and held it in 1 quarter. The position peaked at $2.45K in Q3 2025. 239 funds tracked by Wall St. Rank hold HYLB as of Q4 2025.

  • Heritage Wealth Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 66 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $2.45K.
  • Heritage Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.45K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.