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 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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Root Financial Partners's HYLB Position: Q1 2026 in Review

Root Financial Partners reduced its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 42% in Q1 2026, selling an estimated $102K and leaving 3,814 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #440.

Root Financial Partners first reported a position in HYLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2025. 219 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

Root Financial Partners held 3,814 shares of Xtrackers USD High Yield Corporate Bond ETF worth $138K as of Q1 2026.
Root Financial Partners sold 2,778 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $102K.
Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #440 holding.
Root Financial Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Root Financial Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $243K in Q3 2025.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.