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Orion Portfolio Solutions’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Orion Portfolio Solutions’s Portfolio SHYL Stock Details SHYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.76M Sell
106,632
-182
-0.2% -$8.19K 0.05% 361
2024
Q4 		$4.78M Buy
106,814
+5,199
+5% +$235K 0.05% 341
2024
Q3 		$4.64M Buy
101,615
+2,567
+3% +$115K 0.05% 350
2024
Q2 		$4.37M Buy
99,048
+2,333
+2% +$103K 0.05% 348
2024
Q1 		$4.31M Sell
96,715
-5,766
-6% -$256K 0.05% 362
2023
Q4 		$4.54M Sell
102,481
-13,054
-11% -$564K 0.05% 326
2023
Q3 		$4.97M Buy
115,535
+2,163
+2% +$93.6K 0.06% 299
2023
Q2 		$4.93M Buy
113,372
+1,124
+1% +$48.5K 0.05% 331
2023
Q1 		$4.9M Buy
112,248
+6,216
+6% +$269K 0.06% 278
2022
Q4 		$4.52M Sell
106,032
-2,219
-2% -$94.7K 0.16% 100
2022
Q3 		$4.5M Buy
108,251
+2,165
+2% +$93.5K 0.18% 87
2022
Q2 		$4.49M Sell
106,086
-3,224
-3% -$142K 0.18% 81
2022
Q1 		$5.02M Sell
109,310
-3,035
-3% -$141K 0.18% 81
2021
Q4 		$5.33M Buy
112,345
+2,321
+2% +$110K 0.18% 76
2021
Q3 		$5.26M Buy
+110,024
New +$5.26M 0.19% 77

Other funds holding SHYL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's SHYL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 0.17% in Q1 2025, selling an estimated $8.19K and leaving 106,632 shares worth $4.76M. The position accounts for 0.05% of the portfolio, ranked #361.

Orion Portfolio Solutions first reported a position in SHYL in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.33M in Q4 2021. 39 funds tracked by Wall St. Rank hold SHYL as of Q1 2025.

  • Orion Portfolio Solutions held 106,632 shares of Xtrackers Short Duration High Yield Bond ETF worth $4.76M as of Q1 2025.
  • Orion Portfolio Solutions sold 182 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2025, an estimated $8.19K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #361 holding.
  • Orion Portfolio Solutions first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's Xtrackers Short Duration High Yield Bond ETF position peaked at $5.33M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.