Perigon Wealth Management
SHYL icon

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
Q3 		$671K Buy
15,623
+930
+6% +$40.9K 0.01% 760
2026
Q2 		$653K Sell
14,693
-95
-0.6% -$4.22K 0.01% 761
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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.57% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Perigon Wealth Management's SHYL Position: Q3 2026 in Review

Perigon Wealth Management increased its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 6.3% in Q3 2026, buying an estimated $40.9K and bringing the position to 15,623 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #760.

Perigon Wealth Management first reported a position in SHYL in Q1 2025 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold SHYL as of Q3 2026.

  • Perigon Wealth Management held 15,623 shares of Xtrackers Short Duration High Yield Bond ETF worth $671K as of Q3 2026.
  • Perigon Wealth Management bought 930 Xtrackers Short Duration High Yield Bond ETF shares in Q3 2026, an estimated $40.9K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #760 holding.
  • Perigon Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.