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 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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Root Financial Partners's HYLB Position: Q2 2026 in Review

Root Financial Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2026, closing a stake of 3,814 shares — an estimated $138K sold.

Root Financial Partners first reported a position in HYLB in Q4 2024 and held it in 6 quarters. The position peaked at $243K in Q3 2025. 238 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

Root Financial Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,814 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $138K.
Root Financial Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Root Financial Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $243K in Q3 2025.
238 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.