Sequoia Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
6,929
-1,079
| -13% | -$39.8K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $289K | Buy |
8,008
+2,069
| +35% | +$74.8K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $214K | Buy |
5,939
+413
| +7% | +$14.9K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $204K | Buy |
+5,526
| New | +$204K | ﹤0.01% | 1156 |
|
|
2023
Q4 | – | Sell |
-6,339
| Closed | -$215K | – | 1213 |
|
|
2023
Q3 | $215K | Sell |
6,339
-609
| -9% | -$20.6K | ﹤0.01% | 825 |
|
|
2023
Q2 | $240K | Buy |
6,948
+317
| +5% | +$10.9K | ﹤0.01% | 783 |
|
|
2023
Q1 | $230K | Buy |
6,631
+19
| +0.3% | +$660 | 0.01% | 716 |
|
|
2022
Q4 | $223K | Buy |
6,612
+17
| +0.3% | +$573 | 0.01% | 696 |
|
|
2022
Q3 | $216K | Sell |
6,595
-63,284
| -91% | -$2.07M | 0.01% | 473 |
|
|
2022
Q2 | $2.36M | Sell |
69,879
-10,235
| -13% | -$345K | 0.07% | 157 |
|
|
2022
Q1 | $3.02M | Buy |
80,114
+18,344
| +30% | +$692K | 0.08% | 149 |
|
|
2021
Q4 | $2.46M | Buy |
+61,770
| New | +$2.46M | 0.07% | 166 |
|
|
2021
Q3 | – | Sell |
-32,310
| Closed | -$1.3M | – | 337 |
|
|
2021
Q2 | $1.3M | Buy |
+32,310
| New | +$1.3M | 0.05% | 179 |
|