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McKinley Carter Wealth Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

McKinley Carter Wealth Services’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
2023
Q2 		– Sell
-6,763
Closed -$235K – 306
2023
Q1 		$235K Sell
6,763
-1,905
-22% -$65.4K 0.02% 273
2022
Q4 		$292K Buy
+8,668
New +$293K 0.02% 245

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CSIA
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VOYA Investment Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VA
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McKinley Carter Wealth Services's HYLB Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 6,763 shares — an estimated $235K sold.

McKinley Carter Wealth Services first reported a position in HYLB in Q4 2022 and held it in 2 quarters. The position peaked at $292K in Q4 2022. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

  • McKinley Carter Wealth Services reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,763 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $235K.
  • McKinley Carter Wealth Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $292K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.