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Rockbridge Investment Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-155
Closed -$6K – 734
2020
Q4 		$6K Hold
155
– – ﹤0.01% 548
2020
Q3 		$6K Buy
+155
New +$5.98K ﹤0.01% 512

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AFIMH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Rockbridge Investment Management's HYLB Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2021, closing a stake of 155 shares — an estimated $6K sold.

Rockbridge Investment Management first reported a position in HYLB in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 231 funds tracked by Wall St. Rank hold HYLB as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 155 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $6K.
  • Rockbridge Investment Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $6K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.