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

Laidlaw 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
2023 Q3	–	Sell	-19,635	Closed	-$677K	–	310
2023 Q2	$677K	Sell	19,635 -4,012	-17%	-$137K	0.13%	165
2023 Q1	$822K	Sell	23,647 -427	-2%	-$14.7K	0.17%	146
2022 Q4	$812K	Sell	24,074 -695	-3%	-$23.5K	0.17%	147
2022 Q3	$811K	Sell	24,769 -672	-3%	-$23.3K	0.19%	128
2022 Q2	$858K	Sell	25,441 -3,214	-11%	-$114K	0.17%	140
2022 Q1	$1.08M	Buy	28,655 +1,368	+5%	+$52.4K	0.18%	139
2021 Q4	$1.09M	Buy	+27,287	New	+$1.08M	0.17%	139
2021 Q1	–	Sell	-19,253	Closed	-$771K	–	277
2020 Q4	$771K	Buy	+19,253	New	+$756K	0.16%	148

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Laidlaw Wealth Management's HYLB Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2023, closing a stake of 19,635 shares — an estimated $677K sold.

Laidlaw Wealth Management first reported a position in HYLB in Q4 2020 and held it in 8 quarters. The position peaked at $1.09M in Q4 2021. 206 funds tracked by Wall St. Rank hold HYLB as of Q3 2023.

Laidlaw Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 19,635 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $677K.
Laidlaw Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.09M in Q4 2021.
206 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.