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Perigon Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Perigon Wealth Management’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
2026
Q1 		$656K Buy
14,788
+3,674
+33% +$164K 0.01% 669
2025
Q4 		$500K Buy
11,114
+22
+0.2% +$990 0.01% 803
2025
Q3 		$504K Sell
11,092
-379
-3% -$17.1K 0.01% 740
2025
Q2 		$520K Buy
11,471
+1,914
+20% +$85K 0.01% 659
2025
Q1 		$426K Buy
+9,557
New +$430K 0.01% 684

Other funds holding SHYL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $511M AUM 17.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perigon Wealth Management's SHYL Position: Q1 2026 in Review

Perigon Wealth Management increased its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 33% in Q1 2026, buying an estimated $164K and bringing the position to 14,788 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #669.

Perigon Wealth Management first reported a position in SHYL in Q1 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold SHYL as of Q1 2026.

  • Perigon Wealth Management held 14,788 shares of Xtrackers Short Duration High Yield Bond ETF worth $656K as of Q1 2026.
  • Perigon Wealth Management bought 3,674 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2026, an estimated $164K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #669 holding.
  • Perigon Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.