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Selective Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Selective Wealth Management’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
-20
Closed -$1K – 383
2022
Q3 		$1K Sell
20
-8
-29% -$277 ﹤0.01% 726
2022
Q2 		$1K Buy
28
+20
+250% +$712 ﹤0.01% 722
2022
Q1 		$0 Buy
+8
New +$306 ﹤0.01% 757

Other funds holding HYLB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Selective Wealth Management's HYLB Position: Q4 2022 in Review

Selective Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in HYLB in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 229 funds tracked by Wall St. Rank hold HYLB as of Q4 2022.

  • Selective Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 20 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.