IAG Wealth Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

IAG Wealth Partners’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
2023 Q1	–	Sell	-632	Closed	-$21.3K	–	471
2022 Q4	$21.3K	Hold	632	–	–	0.01%	210
2022 Q3	$21K	Hold	632	–	–	0.01%	198
2022 Q2	$21K	Hold	632	–	–	0.01%	199
2022 Q1	$24K	Hold	632	–	–	0.01%	203
2021 Q4	$25K	Buy	+632	New	+$25.1K	0.01%	195

Other funds holding HYLB

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

IAG Wealth Partners's HYLB Position: Q1 2023 in Review

IAG Wealth Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2023, closing a stake of 632 shares — an estimated $21.3K sold.

IAG Wealth Partners first reported a position in HYLB in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 221 funds tracked by Wall St. Rank hold HYLB as of Q1 2023.

IAG Wealth Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
IAG Wealth Partners sold 632 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $21.3K.
IAG Wealth Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
IAG Wealth Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $25K in Q4 2021.
221 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.