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Security Financial Services’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Security Financial 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
2024
Q3 		– Sell
-13,329
Closed -$473K – 170
2024
Q2 		$473K Sell
13,329
-697
-5% -$24.6K 0.1% 100
2024
Q1 		$501K Buy
+14,026
New +$498K 0.11% 102

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Security Financial Services's HYLB Position: Q3 2024 in Review

Security Financial Services sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2024, closing a stake of 13,329 shares — an estimated $473K sold.

Security Financial Services first reported a position in HYLB in Q1 2024 and held it in 2 quarters. The position peaked at $501K in Q1 2024. 227 funds tracked by Wall St. Rank hold HYLB as of Q3 2024.

  • Security Financial Services reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Security Financial Services sold 13,329 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $473K.
  • Security Financial Services first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Security Financial Services's Xtrackers USD High Yield Corporate Bond ETF position peaked at $501K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Security Financial Services's 13F filing for Q3 2024, filed 5 Nov 2024.