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Martel Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Martel Wealth Advisors’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
2026
Q2 		$2.66M Buy
72,929
+2,639
+4% +$96.4K 0.42% 21
2026
Q1 		$2.54M Buy
70,290
+442
+0.6% +$16.2K 0.43% 22
2025
Q4 		$2.57M Buy
69,848
+614
+0.9% +$22.6K 0.44% 20
2025
Q3 		$2.57M Sell
69,234
-116
-0.2% -$4.27K 0.45% 20
2025
Q2 		$2.56M Sell
69,350
-1,010
-1% -$36.5K 0.47% 20
2025
Q1 		$2.54M Buy
70,360
+1,773
+3% +$64.5K 0.51% 20
2024
Q4 		$2.47M Buy
68,587
+375
+0.5% +$13.7K 0.48% 21
2024
Q3 		$2.5M Buy
68,212
+869
+1% +$31.4K 0.51% 20
2024
Q2 		$2.39M Sell
67,343
-2,121
-3% -$74.9K 0.51% 21
2024
Q1 		$2.48M Sell
69,464
-185
-0.3% -$6.57K 0.54% 21
2023
Q4 		$2.48M Sell
69,649
-1,498
-2% -$51.3K 0.56% 22
2023
Q3 		$2.41M Sell
71,147
-517
-0.7% -$17.7K 0.6% 20
2023
Q2 		$2.47M Buy
71,664
+2,614
+4% +$89.6K 0.6% 21
2023
Q1 		$2.4M Sell
69,050
-7,561
-10% -$260K 0.61% 21
2022
Q4 		$2.58M Sell
76,611
-31,022
-29% -$1.05M 0.7% 21
2022
Q3 		$3.66M Sell
107,633
-13,928
-11% -$482K 1.05% 16
2022
Q2 		$4.1M Sell
121,561
-8,606
-7% -$306K 1.12% 12
2022
Q1 		$5.25M Buy
130,167
+2,093
+2% +$80.2K 1.28% 12
2021
Q4 		$5.16M Buy
128,074
+661
+0.5% +$26.2K 1.22% 12
2021
Q3 		$5.14M Buy
127,413
+1,973
+2% +$79.2K 1.29% 11
2021
Q2 		$5.06M Buy
125,440
+3,334
+3% +$134K 1.27% 12
2021
Q1 		$4.83M Buy
122,106
+5,120
+4% +$205K 1.34% 11
2020
Q4 		$4.67M Buy
116,986
+1,150
+1% +$45.2K 1.35% 11
2020
Q3 		$4.46M Buy
+115,836
New +$4.47M 1.45% 10

Other funds holding HYLB

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Martel Wealth Advisors's HYLB Position: Q2 2026 in Review

Martel Wealth Advisors increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 3.8% in Q2 2026, buying an estimated $96.4K and bringing the position to 72,929 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #21.

Martel Wealth Advisors first reported a position in HYLB in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.25M in Q1 2022. 32 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

  • Martel Wealth Advisors held 72,929 shares of Xtrackers USD High Yield Corporate Bond ETF worth $2.66M as of Q2 2026.
  • Martel Wealth Advisors bought 2,639 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $96.4K.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.42% of Martel Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Martel Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Martel Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $5.25M in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.