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Meridian Wealth Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-2,545
Closed -$102K – 623
2021
Q1 		$102K Buy
2,545
+177
+7% +$7.07K 0.03% 111
2020
Q4 		$95K Sell
2,368
-2,531
-52% -$99.4K 0.04% 103
2020
Q3 		$189K Buy
+4,899
New +$189K 0.1% 59

Other funds holding HYLB

Wells Fargo
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AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Meridian Wealth Partners's HYLB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2021, closing a stake of 2,545 shares — an estimated $102K sold.

Meridian Wealth Partners first reported a position in HYLB in Q3 2020 and held it in 3 quarters. The position peaked at $189K in Q3 2020. 249 funds tracked by Wall St. Rank hold HYLB as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,545 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $102K.
  • Meridian Wealth Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Meridian Wealth Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $189K in Q3 2020.
  • 249 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.