Sargent Bickham Lagudis’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-3,640	Closed	-$119K	–	1074
2022 Q3	$119K	Sell	3,640 -949	-21%	-$32.8K	0.01%	290
2022 Q2	$155K	Buy	4,589 +879	+24%	+$31.3K	0.01%	275
2022 Q1	$140K	Hold	3,710	–	–	0.01%	294
2021 Q4	$148K	Buy	3,710 +3,640	+5,200%	+$145K	0.01%	281
2021 Q3	$3K	Sell	70 -10,468	-99%	-$420K	﹤0.01%	858
2021 Q2	$425K	Buy	10,538 +5,094	+94%	+$204K	0.03%	188
2021 Q1	$218K	Hold	5,444	–	–	0.02%	230
2020 Q4	$218K	Hold	5,444	–	–	0.02%	225
2020 Q3	$209K	Buy	5,444 +2,966	+120%	+$114K	0.02%	211
2020 Q2	$93K	Buy	+2,478	New	+$91.2K	0.01%	286
2020 Q1	–	Sell	-23	Closed	-$1K	–	841
2019 Q4	$1K	Buy	23 +12	+109%	+$479	﹤0.01%	818
2019 Q3	$0	Sell	11 -45	-80%	-$1.8K	﹤0.01%	741
2019 Q2	$2K	Buy	+56	New	+$2.23K	﹤0.01%	714

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sargent Bickham Lagudis's HYLB Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2022, closing a stake of 3,640 shares — an estimated $119K sold.

Sargent Bickham Lagudis first reported a position in HYLB in Q2 2019 and held it in 13 quarters. The position peaked at $425K in Q2 2021. 229 funds tracked by Wall St. Rank hold HYLB as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 3,640 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $119K.
Sargent Bickham Lagudis first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2019 and held it in 13 quarters.
Sargent Bickham Lagudis's Xtrackers USD High Yield Corporate Bond ETF position peaked at $425K in Q2 2021.
229 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.