Sage Advisory Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Sage Advisory Services’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	$2.26M	Sell	64,045 -60,790	-49%	-$2.2M	1.22%	23
2026 Q2	$4.56M	Buy	+124,835	New	+$4.56M	2.24%	13
2022 Q1	–	Sell	-291,139	Closed	-$11.6M	–	56
2021 Q4	$11.6M	Buy	291,139 +9,804	+3%	+$389K	2.88%	13
2021 Q3	$11.3M	Sell	281,335 -2,503	-0.9%	-$101K	2.93%	10
2021 Q2	$11.4M	Buy	283,838 +17,055	+6%	+$683K	3.13%	12
2021 Q1	$10.7M	Sell	266,783 -5,046	-2%	-$202K	2.6%	16
2020 Q4	$10.9M	Buy	271,829 +4,199	+2%	+$165K	2.88%	15
2020 Q3	$10.3M	Buy	267,630 +89,165	+50%	+$3.44M	3.39%	7
2020 Q2	$6.67M	Buy	178,465 +168,225	+1,643%	+$6.19M	2.1%	15
2020 Q1	$361K	Buy	+10,240	New	+$396K	0.14%	40

Other funds holding HYLB

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Sage Advisory Services's HYLB Position: Q3 2026 in Review

Sage Advisory Services reduced its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 49% in Q3 2026, selling an estimated $2.2M and leaving 64,045 shares worth $2.26M. The position accounts for 1.22% of the portfolio, ranked #23.

Sage Advisory Services first reported a position in HYLB in Q1 2020 and has held it in 10 quarters since. The position peaked at $11.6M in Q4 2021. 55 funds tracked by Wall St. Rank hold HYLB as of Q3 2026.

Sage Advisory Services held 64,045 shares of Xtrackers USD High Yield Corporate Bond ETF worth $2.26M as of Q3 2026.
Sage Advisory Services sold 60,790 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.2M.
Xtrackers USD High Yield Corporate Bond ETF made up 1.22% of Sage Advisory Services's portfolio in Q3 2026, its #23 holding.
Sage Advisory Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 10 quarters since.
Sage Advisory Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $11.6M in Q4 2021.
55 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.