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 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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $290M AUM 30.1% 1-Year Est. Return

LPL Financial's HYDW Position: Q1 2026 in Review

LPL Financial reduced its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 25% in Q1 2026, selling an estimated $215K and leaving 14,067 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #4530.

LPL Financial first reported a position in HYDW in Q2 2019 and has held it in 12 quarters since. The position peaked at $979K in Q2 2025. 17 funds tracked by Wall St. Rank hold HYDW as of Q1 2026.

LPL Financial held 14,067 shares of Xtrackers Low Beta High Yield Bond ETF worth $656K as of Q1 2026.
LPL Financial sold 4,578 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2026, an estimated $215K.
Xtrackers Low Beta High Yield Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4530 holding.
LPL Financial first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2019 and has held it in 12 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 Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.