Sage Advisory Services’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Sage Advisory Services’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-67,753	Closed	-$3.02M	–	50
2022 Q2	$3.02M	Buy	67,753 +5,390	+9%	+$249K	0.86%	30
2022 Q1	$3.01M	Buy	62,363 +2,178	+4%	+$106K	0.76%	30
2021 Q4	$3.04M	Sell	60,185 -1,767	-3%	-$89.2K	0.76%	27
2021 Q3	$3.15M	Buy	61,952 +12,540	+25%	+$638K	0.82%	31
2021 Q2	$2.51M	Buy	49,412 +1,072	+2%	+$54.2K	0.69%	32
2021 Q1	$2.44M	Buy	48,340 +2,849	+6%	+$144K	0.59%	30
2020 Q4	$2.31M	Sell	45,491 -1,671	-4%	-$84.3K	0.61%	29
2020 Q3	$2.34M	Buy	47,162 +3,774	+9%	+$189K	0.77%	29
2020 Q2	$2.12M	Buy	+43,388	New	+$2.09M	0.67%	28

Other funds holding HYDW

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Sage Advisory Services's HYDW Position: Q3 2022 in Review

Sage Advisory Services sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2022, closing a stake of 67,753 shares — an estimated $3.02M sold.

Sage Advisory Services first reported a position in HYDW in Q2 2020 and held it in 9 quarters. The position peaked at $3.15M in Q3 2021. 22 funds tracked by Wall St. Rank hold HYDW as of Q3 2022.

Sage Advisory Services reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Sage Advisory Services sold 67,753 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2022, an estimated $3.02M.
Sage Advisory Services first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2020 and held it in 9 quarters.
Sage Advisory Services's Xtrackers Low Beta High Yield Bond ETF position peaked at $3.15M in Q3 2021.
22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2022.

Based on Sage Advisory Services's 13F filing for Q3 2022, filed 10 Nov 2022.