MWM
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Mission Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Mission Wealth Management’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
-10,874
Closed -$378K – 561
2023
Q1 		$378K Sell
10,874
-206
-2% -$7.07K 0.02% 398
2022
Q4 		$374K Buy
11,080
+190
+2% +$6.42K 0.02% 382
2022
Q3 		$357K Sell
10,890
-1,079
-9% -$37.3K 0.02% 357
2022
Q2 		$404K Buy
11,969
+3,871
+48% +$138K 0.02% 345
2022
Q1 		$305K Sell
8,098
-7,974
-50% -$305K 0.01% 418
2021
Q4 		$640K Sell
16,072
-5,619
-26% -$223K 0.03% 265
2021
Q3 		$869K Sell
21,691
-3,764
-15% -$151K 0.04% 201
2021
Q2 		$1.03M Sell
25,455
-6,131
-19% -$246K 0.05% 166
2021
Q1 		$1.26M Sell
31,586
-6,430
-17% -$257K 0.07% 128
2020
Q4 		$1.52M Sell
38,016
-4,909
-11% -$193K 0.1% 102
2020
Q3 		$1.65M Sell
42,925
-6,470
-13% -$250K 0.12% 84
2020
Q2 		$1.85M Sell
49,395
-6,554
-12% -$241K 0.16% 74
2020
Q1 		$1.97M Sell
55,949
-9,887
-15% -$382K 0.22% 63
2019
Q4 		$2.65M Sell
65,836
-10,064
-13% -$402K 0.26% 59
2019
Q3 		$3.04M Buy
75,900
+42,814
+129% +$1.71M 0.32% 47
2019
Q2 		$1.33M Buy
33,086
+6,000
+22% +$239K 0.15% 80
2019
Q1 		$1.08M Buy
27,086
+1,127
+4% +$44.1K 0.13% 92
2018
Q4 		$972K Buy
25,959
+5,178
+25% +$200K 0.13% 87
2018
Q3 		$829K Buy
20,781
+2,476
+14% +$98.2K 0.11% 105
2018
Q2 		$719K Buy
18,305
+3,660
+25% +$145K 0.11% 103
2018
Q1 		$580K Buy
+14,645
New +$586K 0.09% 102

Other funds holding HYLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
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

Mission Wealth Management's HYLB Position: Q2 2023 in Review

Mission Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 10,874 shares — an estimated $378K sold.

Mission Wealth Management first reported a position in HYLB in Q1 2018 and held it in 21 quarters. The position peaked at $3.04M in Q3 2019. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

  • Mission Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 10,874 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $378K.
  • Mission Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2018 and held it in 21 quarters.
  • Mission Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3.04M in Q3 2019.
  • 225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.