SWM
SigFig Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $810K | Buy |
22,005
+2,019
| +10% | +$74.3K | 0.03% | 100 |
|
2025
Q1 | $721K | Buy |
19,986
+93
| +0.5% | +$3.36K | 0.03% | 95 |
|
2024
Q4 | $718K | Buy |
19,893
+553
| +3% | +$19.9K | 0.03% | 95 |
|
2024
Q3 | $714K | Sell |
19,340
-1,513
| -7% | -$55.9K | 0.03% | 96 |
|
2024
Q2 | $739K | Buy |
20,853
+1,784
| +9% | +$63.3K | 0.03% | 96 |
|
2024
Q1 | $681K | Buy |
19,069
+204
| +1% | +$7.29K | 0.03% | 103 |
|
2023
Q4 | $671K | Sell |
18,865
-105
| -0.6% | -$3.73K | 0.03% | 99 |
|
2023
Q3 | $643K | Sell |
18,970
-632
| -3% | -$21.4K | 0.03% | 95 |
|
2023
Q2 | $673K | Sell |
19,602
-328
| -2% | -$11.3K | 0.03% | 93 |
|
2023
Q1 | $693K | Buy |
19,930
+238
| +1% | +$8.27K | 0.04% | 84 |
|
2022
Q4 | $664K | Buy |
19,692
+1,373
| +7% | +$46.3K | 0.03% | 92 |
|
2022
Q3 | $602K | Buy |
18,319
+8,717
| +91% | +$286K | 0.03% | 83 |
|
2022
Q2 | $324K | Sell |
9,602
-1,956,471
| -100% | -$66M | 0.02% | 89 |
|
2022
Q1 | $74.2M | Buy |
1,966,073
+43,982
| +2% | +$1.66M | 3.56% | 9 |
|
2021
Q4 | $76.6M | Buy |
1,922,091
+85,127
| +5% | +$3.39M | 3.58% | 9 |
|
2021
Q3 | $73.6M | Buy |
1,836,964
+309,481
| +20% | +$12.4M | 3.69% | 10 |
|
2021
Q2 | $61.6M | Buy |
1,527,483
+420,207
| +38% | +$16.9M | 3.26% | 8 |
|
2021
Q1 | $55.4M | Buy |
1,107,276
+203,488
| +23% | +$10.2M | 3.4% | 8 |
|
2020
Q4 | $45.3M | Buy |
903,788
+156,679
| +21% | +$7.85M | 3.28% | 9 |
|
2020
Q3 | $35.8M | Buy |
747,109
+93,789
| +14% | +$4.49M | 3.26% | 9 |
|
2020
Q2 | $30.5M | Buy |
653,320
+38,489
| +6% | +$1.8M | 3.27% | 10 |
|
2020
Q1 | $27.1M | Buy |
614,831
+48,907
| +9% | +$2.16M | 3.68% | 8 |
|
2019
Q4 | $28.5M | Buy |
565,924
+67,465
| +14% | +$3.4M | 3.51% | 10 |
|
2019
Q3 | $25M | Buy |
+498,459
| New | +$25M | 3.55% | 11 |
|