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

IRON Financial’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
2020
Q4 		– Sell
-66,125
Closed -$2.54M – 125
2020
Q3 		$2.54M Buy
+66,125
New +$2.55M 1.41% 15
2018
Q3 		– Sell
-32,983
Closed -$1.3M – 93
2018
Q2 		$1.3M Sell
32,983
-2,555
-7% -$101K 0.7% 21
2018
Q1 		$1.41M Buy
+35,538
New +$1.42M 0.9% 17

Other funds holding HYLB

Wells Fargo
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

IRON Financial's HYLB Position: Q4 2020 in Review

IRON Financial sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2020, closing a stake of 66,125 shares — an estimated $2.54M sold.

IRON Financial first reported a position in HYLB in Q1 2018 and held it in 3 quarters. The position peaked at $2.54M in Q3 2020. 226 funds tracked by Wall St. Rank hold HYLB as of Q4 2020.

  • IRON Financial reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • IRON Financial sold 66,125 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $2.54M.
  • IRON Financial first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • IRON Financial's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.54M in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2020.

Based on IRON Financial's 13F filing for Q4 2020, filed 13 Jan 2021.