IA
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IAM Advisory’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

IAM Advisory’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
Q3 		– Sell
-233,535
Closed -$9.41M – 81
2021
Q2 		$9.41M Buy
+233,535
New +$9.35M 1.24% 18

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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 $424B AUM 22.96% 1-Year Est. Return

IAM Advisory's HYLB Position: Q3 2021 in Review

IAM Advisory sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2021, closing a stake of 233,535 shares — an estimated $9.41M sold.

IAM Advisory first reported a position in HYLB in Q2 2021 and held it in 1 quarter. The position peaked at $9.41M in Q2 2021. 241 funds tracked by Wall St. Rank hold HYLB as of Q3 2021.

  • IAM Advisory reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 233,535 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2021, an estimated $9.41M.
  • IAM Advisory first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Xtrackers USD High Yield Corporate Bond ETF position peaked at $9.41M in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.