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

PlanVest Financial’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
2026
Q2 		$2.68K Buy
73
+1
+1% +$37 ﹤0.01% 503
2026
Q1 		$2.61K Buy
+72
New +$2.65K ﹤0.01% 479

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PlanVest Financial's HYLB Position: Q2 2026 in Review

PlanVest Financial increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 1.4% in Q2 2026, buying an estimated $37 and bringing the position to 73 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

PlanVest Financial first reported a position in HYLB in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

  • PlanVest Financial held 73 shares of Xtrackers USD High Yield Corporate Bond ETF worth $2.68K as of Q2 2026.
  • PlanVest Financial bought 1 Xtrackers USD High Yield Corporate Bond ETF share in Q2 2026, an estimated $37.
  • Xtrackers USD High Yield Corporate Bond ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #503 holding.
  • PlanVest Financial first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.