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
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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

AFIMH

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

Sage Advisory Services's HYLB Position: Q1 2022 in Review

Sage Advisory Services sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2022, closing a stake of 291,139 shares — an estimated $11.6M sold.

Sage Advisory Services first reported a position in HYLB in Q1 2020 and held it in 8 quarters. The position peaked at $11.6M in Q4 2021. 237 funds tracked by Wall St. Rank hold HYLB as of Q1 2022.

Sage Advisory Services reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Sage Advisory Services sold 291,139 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $11.6M.
Sage Advisory Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Sage Advisory Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $11.6M in Q4 2021.
237 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Sage Advisory Services's 13F filing for Q1 2022, filed 4 May 2022.