Optivise Advisory Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Optivise Advisory Services’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	-21,251	Closed	-$783K	–	201
2025 Q4	$783K	Sell	21,251 -19,954	-48%	-$735K	0.45%	64
2025 Q3	$1.53M	Sell	41,205 -2,990	-7%	-$110K	0.91%	26
2025 Q2	$1.63M	Buy	+44,195	New	+$1.6M	0.83%	28

Other funds holding HYLB

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Optivise Advisory Services's HYLB Position: Q1 2026 in Review

Optivise Advisory Services sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2026, closing a stake of 21,251 shares — an estimated $783K sold.

Optivise Advisory Services first reported a position in HYLB in Q2 2025 and held it in 3 quarters. The position peaked at $1.63M in Q2 2025. 219 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

Optivise Advisory Services reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Optivise Advisory Services sold 21,251 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $783K.
Optivise Advisory Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
Optivise Advisory Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.63M in Q2 2025.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.