M.E. Allison & Co’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

M.E. Allison & Co’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$387K	Hold	9,000	–	–	0.22%	116
2026 Q2	$400K	Hold	9,000	–	–	0.23%	111
2026 Q1	$400K	Hold	9,000	–	–	0.26%	103
2025 Q4	$405K	Hold	9,000	–	–	0.28%	97
2025 Q3	$409K	Buy	+9,000	New	+$407K	0.28%	88

Other funds holding SHYL

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

BWM

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

M.E. Allison & Co's SHYL Position: Q3 2026 in Review

M.E. Allison & Co held its Xtrackers Short Duration High Yield Bond ETF (SHYL) position steady in Q3 2026 at 9,000 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #116.

M.E. Allison & Co first reported a position in SHYL in Q3 2025 and has held it in 5 quarters since. The position peaked at $409K in Q3 2025. 14 funds tracked by Wall St. Rank hold SHYL as of Q3 2026.

M.E. Allison & Co held 9,000 shares of Xtrackers Short Duration High Yield Bond ETF worth $387K as of Q3 2026.
M.E. Allison & Co left its Xtrackers Short Duration High Yield Bond ETF share count unchanged in Q3 2026.
Xtrackers Short Duration High Yield Bond ETF made up 0.22% of M.E. Allison & Co's portfolio in Q3 2026, its #116 holding.
M.E. Allison & Co first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q3 2025 and has held it in 5 quarters since.
M.E. Allison & Co's Xtrackers Short Duration High Yield Bond ETF position peaked at $409K in Q3 2025.
14 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.