RWA
HYLB icon

River Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-594
Closed -$22K – 299
2018
Q4 		$22K Buy
594
+591
+19,700% +$22.8K 0.01% 329
2018
Q3 		$0 Hold
3
– – ﹤0.01% 590
2018
Q2 		$0 Buy
+3
New +$119 ﹤0.01% 580

Other funds holding HYLB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

River Wealth Advisors's HYLB Position: Q1 2019 in Review

River Wealth Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2019, closing a stake of 594 shares — an estimated $22K sold.

River Wealth Advisors first reported a position in HYLB in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q4 2018. 121 funds tracked by Wall St. Rank hold HYLB as of Q1 2019.

  • River Wealth Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 594 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2019, an estimated $22K.
  • River Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $22K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.