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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Perigon Wealth Management's SHYL Position: Q2 2026 in Review

Perigon Wealth Management reduced its Xtrackers Short Duration High Yield Bond ETF (SHYL) stake by 0.64% in Q2 2026, selling an estimated $4.22K and leaving 14,693 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #761.

Perigon Wealth Management first reported a position in SHYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $656K in Q1 2026. 58 funds tracked by Wall St. Rank hold SHYL as of Q2 2026.

  • Perigon Wealth Management held 14,693 shares of Xtrackers Short Duration High Yield Bond ETF worth $653K as of Q2 2026.
  • Perigon Wealth Management sold 95 Xtrackers Short Duration High Yield Bond ETF shares in Q2 2026, an estimated $4.22K.
  • Xtrackers Short Duration High Yield Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Perigon Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $656K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.