Independent Financial Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Independent Financial Group’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
2025 Q4	–	Sell	-9,006	Closed	-$334K	–	1440
2025 Q3	$334K	Buy	+9,006	New	+$332K	0.01%	1038
2025 Q2	–	Sell	-24,780	Closed	-$896K	–	1325
2025 Q1	$896K	Buy	+24,780	New	+$902K	0.03%	513

Other funds holding HYLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Independent Financial Group's HYLB Position: Q4 2025 in Review

Independent Financial Group sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2025, closing a stake of 9,006 shares — an estimated $334K sold.

Independent Financial Group first reported a position in HYLB in Q1 2025 and held it in 2 quarters. The position peaked at $896K in Q1 2025. 238 funds tracked by Wall St. Rank hold HYLB as of Q4 2025.

Independent Financial Group reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 9,006 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $334K.
Independent Financial Group first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2025 and held it in 2 quarters.
Independent Financial Group's Xtrackers USD High Yield Corporate Bond ETF position peaked at $896K in Q1 2025.
238 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.