Institutional & Family Asset Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Institutional & Family Asset Management’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 Q1	–	Sell	-700	Closed	-$28K	–	953
2020 Q4	$28K	Hold	700	–	–	0.01%	399
2020 Q3	$27K	Hold	700	–	–	0.01%	362
2020 Q2	$26K	Buy	+700	New	+$25.8K	0.01%	375

Other funds holding HYLB

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Institutional & Family Asset Management's HYLB Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2021, closing a stake of 700 shares — an estimated $28K sold.

Institutional & Family Asset Management first reported a position in HYLB in Q2 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 231 funds tracked by Wall St. Rank hold HYLB as of Q1 2021.

Institutional & Family Asset Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 700 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $28K.
Institutional & Family Asset Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
Institutional & Family Asset Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $28K in Q4 2020.
231 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.