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Summit Wealth Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Summit Wealth Partners’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
2020
Q4 		– Sell
-18,445
Closed -$710K – 146
2020
Q3 		$710K Sell
18,445
-1,466
-7% -$56.5K 0.21% 69
2020
Q2 		$745K Buy
+19,911
New +$733K 0.24% 67

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Bank of America
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SEI Investments
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FI
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BlackRock
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CSIA
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Summit Wealth Partners's HYLB Position: Q4 2020 in Review

Summit Wealth Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2020, closing a stake of 18,445 shares — an estimated $710K sold.

Summit Wealth Partners first reported a position in HYLB in Q2 2020 and held it in 2 quarters. The position peaked at $745K in Q2 2020. 226 funds tracked by Wall St. Rank hold HYLB as of Q4 2020.

  • Summit Wealth Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 18,445 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $710K.
  • Summit Wealth Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $745K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.