Horizon Investments’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Horizon Investments’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-162,321	Closed	-$7.71M	–	512
2021 Q3	$7.71M	Hold	162,321	–	–	0.2%	56
2021 Q2	$7.76M	Buy	162,321 +1,807	+1%	+$86.5K	0.23%	55
2021 Q1	$7.68M	Buy	+160,514	New	+$7.64M	0.28%	42
2020 Q4	–	Sell	-168,337	Closed	-$7.66M	–	344
2020 Q3	$7.66M	Sell	168,337 -168,337	-50%	-$7.75M	0.27%	50
2020 Q2	$15M	Buy	336,674 +257,526	+325%	+$11.4M	0.37%	37
2020 Q1	$3.35M	Sell	79,148 -10,853	-12%	-$511K	0.16%	49
2019 Q4	$4.4M	Sell	90,001 -55,278	-38%	-$2.69M	0.19%	74
2019 Q3	$7.04M	Hold	145,279	–	–	0.29%	37
2019 Q2	$7.16M	Hold	145,279	–	–	0.2%	39
2019 Q1	$7.09M	Sell	145,279 -60,517	-29%	-$2.95M	0.25%	43
2018 Q4	$9.68M	Sell	205,796 -66,985	-25%	-$3.25M	0.49%	17
2018 Q3	$13.4M	Buy	272,781 +64,192	+31%	+$3.18M	0.45%	31
2018 Q2	$10.2M	Sell	208,589 -1,009	-0.5%	-$49.9K	0.44%	32
2018 Q1	$10.4M	Buy	+209,598	New	+$10.4M	0.45%	37

Other funds holding SHYL

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments's SHYL Position: Q4 2021 in Review

Horizon Investments sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q4 2021, closing a stake of 162,321 shares — an estimated $7.71M sold.

Horizon Investments first reported a position in SHYL in Q1 2018 and held it in 14 quarters. The position peaked at $15M in Q2 2020. 22 funds tracked by Wall St. Rank hold SHYL as of Q4 2021.

Horizon Investments reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Horizon Investments sold 162,321 Xtrackers Short Duration High Yield Bond ETF shares in Q4 2021, an estimated $7.71M.
Horizon Investments first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2018 and held it in 14 quarters.
Horizon Investments's Xtrackers Short Duration High Yield Bond ETF position peaked at $15M in Q2 2020.
22 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q4 2021.

Based on Horizon Investments's 13F filing for Q4 2021, filed 15 Feb 2022.