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

Reilly 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
2021
Q4 		$142K Buy
+3,573
New +$142K 0.01% 234
2018
Q4 		– Sell
-29
Closed -$1K – 981
2018
Q3 		$1K Buy
+29
New +$1.15K ﹤0.01% 969

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Reilly Financial Advisors's HYLB Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2021: 3,573 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in HYLB as recently as Q3 2018.

Reilly Financial Advisors first reported a position in HYLB in Q3 2018 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold HYLB as of Q4 2021.

  • Reilly Financial Advisors held 3,573 shares of Xtrackers USD High Yield Corporate Bond ETF worth $142K as of Q4 2021.
  • Xtrackers USD High Yield Corporate Bond ETF was a new Reilly Financial Advisors position in Q4 2021.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #234 holding.
  • Reilly Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.