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Howe & Rusling’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Howe & Rusling’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
2021
Q4 		– Sell
-132
Closed -$5K – 1028
2021
Q3 		$5K Buy
+132
New +$5.3K ﹤0.01% 646
2021
Q2 		– Sell
-38
Closed -$1K – 985
2021
Q1 		$1K Hold
38
– – ﹤0.01% 888
2020
Q4 		$2K Buy
+38
New +$1.49K ﹤0.01% 805
2019
Q4 		– Sell
-159
Closed -$6K – 848
2019
Q3 		$6K Buy
+159
New +$6.36K ﹤0.01% 521

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Howe & Rusling's HYLB Position: Q4 2021 in Review

Howe & Rusling sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2021, closing a stake of 132 shares — an estimated $5K sold.

Howe & Rusling first reported a position in HYLB in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 264 funds tracked by Wall St. Rank hold HYLB as of Q4 2021.

  • Howe & Rusling reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Howe & Rusling sold 132 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $5K.
  • Howe & Rusling first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
  • Howe & Rusling's Xtrackers USD High Yield Corporate Bond ETF position peaked at $6K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.