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

MONECO 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
2023 Q4	–	Sell	-14,923	Closed	-$506K	–	384
2023 Q3	$506K	Sell	14,923 -519	-3%	-$17.8K	0.14%	173
2023 Q2	$533K	Buy	15,442 +1,016	+7%	+$34.8K	0.15%	167
2023 Q1	$501K	Buy	+14,426	New	+$495K	0.15%	159

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

MONECO Advisors's HYLB Position: Q4 2023 in Review

MONECO Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 14,923 shares — an estimated $506K sold.

MONECO Advisors first reported a position in HYLB in Q1 2023 and held it in 3 quarters. The position peaked at $533K in Q2 2023. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

MONECO Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
MONECO Advisors sold 14,923 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $506K.
MONECO Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
MONECO Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $533K in Q2 2023.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.