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Lake Street Private Wealth’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Lake Street Private Wealth’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
2025
Q2 		– Sell
-148,959
Closed -$5.38M – 268
2025
Q1 		$5.38M Buy
148,959
+9,105
+7% +$331K 0.88% 31
2024
Q4 		$5.05M Buy
139,854
+5,271
+4% +$192K 0.81% 33
2024
Q3 		$4.97M Buy
134,583
+7,216
+6% +$261K 0.8% 34
2024
Q2 		$4.52M Buy
127,367
+2,681
+2% +$94.7K 0.58% 44
2024
Q1 		$4.45M Buy
124,686
+2,868
+2% +$102K 0.61% 44
2023
Q4 		$4.33M Sell
121,818
-7,333
-6% -$251K 0.68% 38
2023
Q3 		$4.38M Sell
129,151
-9,649
-7% -$331K 0.79% 27
2023
Q2 		$4.79M Buy
138,800
+2,263
+2% +$77.6K 0.84% 26
2023
Q1 		$4.74M Buy
136,537
+21,910
+19% +$752K 0.89% 27
2022
Q4 		$3.86M Buy
114,627
+33,958
+42% +$1.15M 0.8% 32
2022
Q3 		$2.64M Buy
80,669
+12,204
+18% +$422K 0.61% 44
2022
Q2 		$2.31M Sell
68,465
-888
-1% -$31.6K 0.49% 56
2022
Q1 		$2.62M Buy
69,353
+17,919
+35% +$686K 0.47% 62
2021
Q4 		$2.05M Buy
+51,434
New +$2.04M 0.36% 76

Other funds holding HYLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Lake Street Private Wealth's HYLB Position: Q2 2025 in Review

Lake Street Private Wealth sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2025, closing a stake of 148,959 shares — an estimated $5.38M sold.

Lake Street Private Wealth first reported a position in HYLB in Q4 2021 and held it in 14 quarters. The position peaked at $5.38M in Q1 2025. 219 funds tracked by Wall St. Rank hold HYLB as of Q2 2025.

  • Lake Street Private Wealth reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 148,959 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $5.38M.
  • Lake Street Private Wealth first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Lake Street Private Wealth's Xtrackers USD High Yield Corporate Bond ETF position peaked at $5.38M in Q1 2025.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.