Simplicity Solutions’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Simplicity Solutions’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
2021 Q2	–	Sell	-7,168	Closed	-$287K	–	535
2021 Q1	$287K	Sell	7,168 -31,012	-81%	-$1.24M	0.06%	350
2020 Q4	$1.53M	Sell	38,180 -6,053	-14%	-$238K	0.02%	447
2020 Q3	$1.7M	Sell	44,233 -208,012	-82%	-$8.02M	0.03%	368
2020 Q2	$9.43M	Buy	252,245 +246,140	+4,032%	+$9.06M	0.19%	114
2020 Q1	$215K	Sell	6,105 -6,404	-51%	-$247K	0.01%	672
2019 Q4	$504K	Buy	+12,509	New	+$500K	0.02%	541

Other funds holding HYLB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Simplicity Solutions's HYLB Position: Q2 2021 in Review

Simplicity Solutions sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2021, closing a stake of 7,168 shares — an estimated $287K sold.

Simplicity Solutions first reported a position in HYLB in Q4 2019 and held it in 6 quarters. The position peaked at $9.43M in Q2 2020. 249 funds tracked by Wall St. Rank hold HYLB as of Q2 2021.

Simplicity Solutions reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Simplicity Solutions sold 7,168 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $287K.
Simplicity Solutions first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Simplicity Solutions's Xtrackers USD High Yield Corporate Bond ETF position peaked at $9.43M in Q2 2020.
249 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2021.

Based on Simplicity Solutions's 13F filing for Q2 2021, filed 1 Sep 2021.