Sequoia Financial Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,125	Closed	-$264K	–	1955
2025 Q3	$264K	Buy	7,125 +196	+3%	+$7.22K	﹤0.01%	1456
2025 Q2	$256K	Sell	6,929 -1,079	-13%	-$38.9K	﹤0.01%	1348
2025 Q1	$289K	Buy	8,008 +2,069	+35%	+$75.3K	﹤0.01%	1077
2024 Q4	$214K	Buy	5,939 +413	+7%	+$15.1K	﹤0.01%	1187
2024 Q3	$204K	Buy	+5,526	New	+$200K	﹤0.01%	1159
2023 Q4	–	Sell	-6,339	Closed	-$215K	–	1224
2023 Q3	$215K	Sell	6,339 -609	-9%	-$20.9K	﹤0.01%	828
2023 Q2	$240K	Buy	6,948 +317	+5%	+$10.9K	﹤0.01%	785
2023 Q1	$230K	Buy	6,631 +19	+0.3%	+$652	0.01%	719
2022 Q4	$223K	Buy	6,612 +17	+0.3%	+$574	0.01%	697
2022 Q3	$216K	Sell	6,595 -63,284	-91%	-$2.19M	0.01%	473
2022 Q2	$2.36M	Sell	69,879 -10,235	-13%	-$364K	0.07%	157
2022 Q1	$3.02M	Buy	80,114 +18,344	+30%	+$703K	0.08%	149
2021 Q4	$2.46M	Buy	+61,770	New	+$2.45M	0.07%	166
2021 Q3	–	Sell	-32,310	Closed	-$1.3M	–	337
2021 Q2	$1.3M	Buy	+32,310	New	+$1.29M	0.05%	179