Personal CFO Solutions’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Personal CFO Solutions’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 Q1	–	Sell	-8,898	Closed	-$355K	–	488
2021 Q4	$355K	Sell	8,898 -158	-2%	-$6.27K	0.07%	273
2021 Q3	$363K	Sell	9,056 -322	-3%	-$12.9K	0.07%	241
2021 Q2	$378K	Buy	9,378 +1,177	+14%	+$47.1K	0.08%	229
2021 Q1	$328K	Buy	8,201 +46	+0.6%	+$1.84K	0.07%	237
2020 Q4	$327K	Buy	8,155 +446	+6%	+$17.5K	0.08%	226
2020 Q3	$0	Buy	+7,709	New	+$297K	﹤0.01%	224
2020 Q2	–	Sell	-24,275	Closed	-$856K	–	333
2020 Q1	$856K	Buy	24,275 +13,667	+129%	+$528K	0.31%	73
2019 Q4	$427K	Buy	10,608 +209	+2%	+$8.35K	0.12%	165
2019 Q3	$419K	Buy	+10,399	New	+$416K	0.17%	161

Other funds holding HYLB

Wells Fargo San Francisco, California $530B AUM 22.01% 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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $8.42B AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Personal CFO Solutions's HYLB Position: Q1 2022 in Review

Personal CFO Solutions sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2022, closing a stake of 8,898 shares — an estimated $355K sold.

Personal CFO Solutions first reported a position in HYLB in Q3 2019 and held it in 9 quarters. The position peaked at $856K in Q1 2020. 237 funds tracked by Wall St. Rank hold HYLB as of Q1 2022.

Personal CFO Solutions reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Personal CFO Solutions sold 8,898 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $355K.
Personal CFO Solutions first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Personal CFO Solutions's Xtrackers USD High Yield Corporate Bond ETF position peaked at $856K in Q1 2020.
237 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.