IRON Financial’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

IRON Financial’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,926	Closed	-$403K	–	114
2021 Q2	$403K	Buy	7,926 +35	+0.4%	+$1.77K	0.19%	65
2021 Q1	$398K	Buy	+7,891	New	+$399K	0.21%	53
2020 Q2	–	Sell	-70,815	Closed	-$3.25M	–	113
2020 Q1	$3.25M	Buy	70,815 +772	+1%	+$37.8K	2.03%	14
2019 Q4	$3.54M	Buy	+70,043	New	+$3.53M	1.68%	16

Other funds holding HYDW

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IRON Financial's HYDW Position: Q3 2021 in Review

IRON Financial sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2021, closing a stake of 7,926 shares — an estimated $403K sold.

IRON Financial first reported a position in HYDW in Q4 2019 and held it in 4 quarters. The position peaked at $3.54M in Q4 2019. 19 funds tracked by Wall St. Rank hold HYDW as of Q3 2021.

IRON Financial reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2021 after selling out during the quarter.
IRON Financial sold 7,926 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2021, an estimated $403K.
IRON Financial first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2019 and held it in 4 quarters.
IRON Financial's Xtrackers Low Beta High Yield Bond ETF position peaked at $3.54M in Q4 2019.
19 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2021.

Based on IRON Financial's 13F filing for Q3 2021, filed 2 Nov 2021.