Martel Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
69,350
-1,010
| -1% | -$37.3K | 0.47% | 20 |
|
|
2025
Q1 | $2.54M | Buy |
70,360
+1,773
| +3% | +$64.1K | 0.51% | 20 |
|
|
2024
Q4 | $2.47M | Buy |
68,587
+375
| +0.5% | +$13.5K | 0.48% | 21 |
|
|
2024
Q3 | $2.5M | Buy |
68,212
+869
| +1% | +$31.8K | 0.51% | 20 |
|
|
2024
Q2 | $2.39M | Sell |
67,343
-2,121
| -3% | -$75.2K | 0.51% | 21 |
|
|
2024
Q1 | $2.48M | Sell |
69,464
-185
| -0.3% | -$6.61K | 0.54% | 21 |
|
|
2023
Q4 | $2.48M | Sell |
69,649
-1,498
| -2% | -$53.3K | 0.56% | 22 |
|
|
2023
Q3 | $2.41M | Sell |
71,147
-517
| -0.7% | -$17.5K | 0.6% | 20 |
|
|
2023
Q2 | $2.47M | Buy |
71,664
+2,614
| +4% | +$90.2K | 0.6% | 21 |
|
|
2023
Q1 | $2.4M | Sell |
69,050
-7,561
| -10% | -$263K | 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% | -$474K | 1.05% | 16 |
|
|
2022
Q2 | $4.1M | Sell |
121,561
-8,606
| -7% | -$290K | 1.12% | 12 |
|
|
2022
Q1 | $5.25M | Buy |
130,167
+2,093
| +2% | +$84.4K | 1.28% | 12 |
|
|
2021
Q4 | $5.16M | Buy |
128,074
+661
| +0.5% | +$26.6K | 1.22% | 12 |
|
|
2021
Q3 | $5.14M | Buy |
127,413
+1,973
| +2% | +$79.5K | 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% | +$202K | 1.34% | 11 |
|
|
2020
Q4 | $4.67M | Buy |
116,986
+1,150
| +1% | +$45.9K | 1.35% | 11 |
|
|
2020
Q3 | $4.46M | Buy |
+115,836
| New | +$4.46M | 1.45% | 10 |
|