Petra Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Petra Financial Advisors’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
2023 Q4	–	Sell	-11,216	Closed	-$380K	–	120
2023 Q3	$380K	Buy	+11,216	New	+$385K	0.32%	85
2023 Q2	–	Sell	-11,401	Closed	-$396K	–	115
2023 Q1	$396K	Sell	11,401 -60	-0.5%	-$2.06K	0.39%	50
2022 Q4	$386K	Buy	+11,461	New	+$387K	0.43%	58

Other funds holding HYLB

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

CSIA

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Petra Financial Advisors's HYLB Position: Q4 2023 in Review

Petra Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 11,216 shares — an estimated $380K sold.

Petra Financial Advisors first reported a position in HYLB in Q4 2022 and held it in 3 quarters. The position peaked at $396K in Q1 2023. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

Petra Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Petra Financial Advisors sold 11,216 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $380K.
Petra Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Petra Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $396K in Q1 2023.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.