Next Financial Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Next Financial Group’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 Q4	$867K	Buy	21,766 +2,102	+11%	+$83.5K	0.06%	346
2021 Q3	$788K	Sell	19,664 -951	-5%	-$38.2K	0.06%	329
2021 Q2	$831K	Buy	20,615 +407	+2%	+$16.3K	0.07%	302
2021 Q1	$808K	Sell	20,208 -820	-4%	-$32.8K	0.07%	287
2020 Q4	$843K	Sell	21,028 -1,097	-5%	-$43.1K	0.08%	248
2020 Q3	$851K	Buy	+22,125	New	+$853K	0.09%	226
2020 Q2	–	Sell	-69,110	Closed	-$2.44M	–	1163
2020 Q1	$2.44M	Buy	69,110 +37,376	+118%	+$1.44M	0.31%	72
2019 Q4	$1.28M	Sell	31,734 -929	-3%	-$37.1K	0.13%	188
2019 Q3	$1.31M	Buy	+32,663	New	+$1.31M	0.14%	186
2019 Q2	–	Sell	-20,180	Closed	-$803K	–	2336
2019 Q1	$803K	Buy	+20,180	New	+$789K	0.2%	64

Other funds holding HYLB

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Next Financial Group's HYLB Position: Q4 2021 in Review

Next Financial Group increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 11% in Q4 2021, buying an estimated $83.5K and bringing the position to 21,766 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #346.

Next Financial Group first reported a position in HYLB in Q1 2019 and has held it in 10 quarters since. The position peaked at $2.44M in Q1 2020. 264 funds tracked by Wall St. Rank hold HYLB as of Q4 2021.

Next Financial Group held 21,766 shares of Xtrackers USD High Yield Corporate Bond ETF worth $867K as of Q4 2021.
Next Financial Group bought 2,102 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $83.5K.
Xtrackers USD High Yield Corporate Bond ETF made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #346 holding.
Next Financial Group first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2019 and has held it in 10 quarters since.
Next Financial Group's Xtrackers USD High Yield Corporate Bond ETF position peaked at $2.44M in Q1 2020.
264 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.