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Mowery & Schoenfeld Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-17
Closed -$627 – 419
2025
Q4 		$627 Buy
+17
New +$626 ﹤0.01% 469

Other funds holding HYLB

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HYLB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2026, closing a stake of 17 shares — an estimated $627 sold.

Mowery & Schoenfeld Wealth Management first reported a position in HYLB in Q4 2025 and held it in 1 quarter. The position peaked at $627 in Q4 2025. 219 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 17 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $627.
  • Mowery & Schoenfeld Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $627 in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.