HWA
HYLB icon

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

HHM 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 		– Sell
-718
Closed -$26K – 931
2026
Q1 		$26K Hold
718
– – ﹤0.01% 468
2025
Q4 		$26.4K Hold
718
– – ﹤0.01% 453
2025
Q3 		$26.6K Hold
718
– – ﹤0.01% 465
2025
Q2 		$26.5K Hold
718
– – ﹤0.01% 469
2025
Q1 		$26K Hold
718
– – ﹤0.01% 467
2024
Q4 		$25.9K Hold
718
– – ﹤0.01% 459
2024
Q3 		$26.5K Hold
718
– – ﹤0.01% 428
2024
Q2 		$25.5K Sell
718
-8,025
-92% -$283K ﹤0.01% 423
2024
Q1 		$312K Hold
8,743
– – 0.05% 111
2023
Q4 		$311K Hold
8,743
– – 0.05% 97
2023
Q3 		$296K Hold
8,743
– – 0.06% 99
2023
Q2 		$302K Hold
8,743
– – 0.06% 105
2023
Q1 		$304K Hold
8,743
– – 0.06% 100
2022
Q4 		$295K Hold
8,743
– – 0.07% 94
2022
Q3 		$286K Hold
8,743
– – 0.08% 84
2022
Q2 		$295K Hold
8,743
– – 0.08% 97
2022
Q1 		$330K Sell
8,743
-2,644
-23% -$101K 0.08% 105
2021
Q4 		$454K Hold
11,387
– – 0.11% 75
2021
Q3 		$456K Sell
11,387
-4,447
-28% -$179K 0.12% 69
2021
Q2 		$638K Buy
+15,834
New +$634K 0.17% 58

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return