LPL Financial’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

LPL Financial’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770K	Buy	16,429 +2,362	+17%	+$110K	﹤0.01%	4647
2026 Q1	$656K	Sell	14,067 -4,578	-25%	-$215K	﹤0.01%	4530
2025 Q4	$880K	Buy	18,645 +1,070	+6%	+$50.5K	﹤0.01%	4202
2025 Q3	$831K	Sell	17,575 -3,120	-15%	-$147K	﹤0.01%	4172
2025 Q2	$979K	Buy	20,695 +2,806	+16%	+$130K	﹤0.01%	3778
2025 Q1	$830K	Buy	17,889 +864	+5%	+$40.2K	﹤0.01%	3720
2024 Q4	$785K	Buy	17,025 +9,008	+112%	+$420K	﹤0.01%	3703
2024 Q3	$380K	Buy	8,017 +2,029	+34%	+$94.8K	﹤0.01%	4242
2024 Q2	$276K	Buy	+5,988	New	+$274K	﹤0.01%	4341
2024 Q1	–	Sell	-6,707	Closed	-$309K	–	4970
2023 Q4	$309K	Sell	6,707 -10,915	-62%	-$489K	﹤0.01%	4068
2023 Q3	$778K	Buy	17,622 +9,452	+116%	+$423K	﹤0.01%	3117
2023 Q2	$370K	Buy	+8,170	New	+$370K	﹤0.01%	3691
2019 Q3	–	Sell	-11,011	Closed	-$554K	–	3330
2019 Q2	$554K	Buy	+11,011	New	+$548K	﹤0.01%	2205

Other funds holding HYDW

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LPL Financial's HYDW Position: Q2 2026 in Review

LPL Financial increased its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 17% in Q2 2026, buying an estimated $110K and bringing the position to 16,429 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #4647.

LPL Financial first reported a position in HYDW in Q2 2019 and has held it in 13 quarters since. The position peaked at $979K in Q2 2025. 17 funds tracked by Wall St. Rank hold HYDW as of Q2 2026.

LPL Financial held 16,429 shares of Xtrackers Low Beta High Yield Bond ETF worth $770K as of Q2 2026.
LPL Financial bought 2,362 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2026, an estimated $110K.
Xtrackers Low Beta High Yield Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4647 holding.
LPL Financial first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2019 and has held it in 13 quarters since.
LPL Financial's Xtrackers Low Beta High Yield Bond ETF position peaked at $979K in Q2 2025.
17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.