Patriot Financial Group Insurance Agency’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-12,783	Closed	-$431K	–	1081
2022 Q2	$431K	Buy	12,783 +2,552	+25%	+$90.8K	0.09%	226
2022 Q1	$386K	Buy	10,231 +593	+6%	+$22.7K	0.07%	283
2021 Q4	$384K	Buy	9,638 +779	+9%	+$30.9K	0.06%	293
2021 Q3	$355K	Buy	8,859 +1,185	+15%	+$47.6K	0.06%	303
2021 Q2	$309K	Buy	7,674 +220	+3%	+$8.81K	0.06%	330
2021 Q1	$298K	Buy	7,454 +944	+15%	+$37.7K	0.07%	294
2020 Q4	$261K	Buy	6,510 +917	+16%	+$36K	0.07%	285
2020 Q3	$215K	Buy	5,593 +5,458	+4,043%	+$211K	0.07%	256
2020 Q2	$5K	Hold	135	–	–	﹤0.01%	1175
2020 Q1	$5K	Buy	+135	New	+$5.22K	﹤0.01%	1069

Other funds holding HYLB

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

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

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

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

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

CSIA

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYLB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2022, closing a stake of 12,783 shares — an estimated $431K sold.

Patriot Financial Group Insurance Agency first reported a position in HYLB in Q1 2020 and held it in 10 quarters. The position peaked at $431K in Q2 2022. 207 funds tracked by Wall St. Rank hold HYLB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 12,783 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $431K.
Patriot Financial Group Insurance Agency first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Xtrackers USD High Yield Corporate Bond ETF position peaked at $431K in Q2 2022.
207 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.