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Jeppson Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-813
Closed -$31K – 262
2020
Q3 		$31K Buy
+813
New +$31.4K 0.02% 282

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

Jeppson Wealth Management's HYLB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2020, closing a stake of 813 shares — an estimated $31K sold.

Jeppson Wealth Management first reported a position in HYLB in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 226 funds tracked by Wall St. Rank hold HYLB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 813 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $31K.
  • Jeppson Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $31K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.