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

Planned 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
2024
Q4 		– Sell
-123
Closed -$4.54K – 341
2024
Q3 		$4.54K Buy
+123
New +$4.45K ﹤0.01% 509
2024
Q1 		– Sell
-10
Closed -$356 – 285
2023
Q4 		$356 Buy
+10
New +$343 ﹤0.01% 555

Other funds holding HYLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Planned Solutions's HYLB Position: Q4 2024 in Review

Planned Solutions sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2024, closing a stake of 123 shares — an estimated $4.54K sold.

Planned Solutions first reported a position in HYLB in Q4 2023 and held it in 2 quarters. The position peaked at $4.54K in Q3 2024. 224 funds tracked by Wall St. Rank hold HYLB as of Q4 2024.

  • Planned Solutions reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 123 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $4.54K.
  • Planned Solutions first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Xtrackers USD High Yield Corporate Bond ETF position peaked at $4.54K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.