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

Liberty 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 Q2	–	Sell	-11,900	Closed	-$413K	–	211
2023 Q1	$413K	Buy	+11,900	New	+$409K	0.09%	138
2022 Q1	–	Sell	-1,520	Closed	-$601K	–	167
2021 Q4	$601K	Sell	1,520 -2,284	-60%	-$90.7K	26.06%	1
2021 Q3	$153K	Buy	3,804 +3,777	+13,989%	+$152K	0.05%	206
2021 Q2	$1K	Sell	27 -1	-4%	-$40	﹤0.01%	996
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	869
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	868
2020 Q3	$1K	Sell	28 -296	-91%	-$11.4K	﹤0.01%	806
2020 Q2	$5K	Buy	324 +240	+286%	+$8.84K	﹤0.01%	603
2020 Q1	$7K	Sell	84 -2	-2%	-$77	0.01%	513
2019 Q4	$3K	Hold	86	–	–	﹤0.01%	728
2019 Q3	$3K	Buy	+86	New	+$3.44K	﹤0.01%	704
2019 Q2	–	Sell	-69	Closed	-$2K	–	917
2019 Q1	$2K	Buy	+69	New	+$2.7K	﹤0.01%	630

Other funds holding HYLB

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

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

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

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

CSIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's HYLB Position: Q2 2023 in Review

Liberty Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 11,900 shares — an estimated $413K sold.

Liberty Wealth Management first reported a position in HYLB in Q1 2019 and held it in 12 quarters. The position peaked at $601K in Q4 2021. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

Liberty Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 11,900 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $413K.
Liberty Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2019 and held it in 12 quarters.
Liberty Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $601K in Q4 2021.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.