Heritage Wealth Management (Arizona)’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$32.8K	Buy	974 +487	+100%	+$16.4K	﹤0.01%	567
2022 Q3	$16K	Hold	487	–	–	0.01%	577
2022 Q2	$16.4K	Hold	487	–	–	0.01%	573
2022 Q1	$18K	Buy	+487	New	+$18.7K	﹤0.01%	615
2021 Q3	$10K	Hold	255	–	–	﹤0.01%	652
2021 Q2	$10K	Hold	255	–	–	﹤0.01%	657
2021 Q1	$10K	Buy	+255	New	+$10.2K	0.01%	577

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYLB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 100% in Q4 2022, buying an estimated $16.4K and bringing the position to 974 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Heritage Wealth Management (Arizona) first reported a position in HYLB in Q1 2021 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold HYLB as of Q4 2022.

Heritage Wealth Management (Arizona) held 974 shares of Xtrackers USD High Yield Corporate Bond ETF worth $32.8K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 487 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $16.4K.
Xtrackers USD High Yield Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #567 holding.
Heritage Wealth Management (Arizona) first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
229 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.