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

Root Financial Partners’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 Q3	$134K	Buy	+3,799	New	+$137K	﹤0.01%	598
2026 Q2	–	Sell	-3,814	Closed	-$138K	–	1676
2026 Q1	$138K	Sell	3,814 -2,778	-42%	-$102K	0.01%	440
2025 Q4	$243K	Buy	6,592 +32	+0.5%	+$1.18K	0.01%	262
2025 Q3	$243K	Hold	6,560	–	–	0.02%	241
2025 Q2	$242K	Sell	6,560 -17	-0.3%	-$614	0.02%	214
2025 Q1	$238K	Hold	6,577	–	–	0.03%	185
2024 Q4	$237K	Buy	+6,577	New	+$240K	0.03%	182

Other funds holding HYLB

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Performa Ltd (US) Charleston, South Carolina $625M AUM 11.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's HYLB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2026: 3,799 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HYLB as recently as Q1 2026.

Root Financial Partners first reported a position in HYLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q3 2025. 158 funds tracked by Wall St. Rank hold HYLB as of Q3 2026.

Root Financial Partners held 3,799 shares of Xtrackers USD High Yield Corporate Bond ETF worth $134K as of Q3 2026.
Xtrackers USD High Yield Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
Xtrackers USD High Yield Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #598 holding.
Root Financial Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $243K in Q3 2025.
158 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.