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

Transamerica Financial Advisors’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
2023 Q1	–	Sell	-493	Closed	-$17K	–	653
2022 Q4	$17K	Sell	493 -5	-1%	-$169	﹤0.01%	304
2022 Q3	$17K	Sell	498 -4	-0.8%	-$138	﹤0.01%	298
2022 Q2	$17K	Buy	+502	New	+$17.9K	﹤0.01%	295
2020 Q3	–	Sell	-535	Closed	-$20K	–	312
2020 Q2	$20K	Buy	+535	New	+$19.7K	﹤0.01%	227
2019 Q1	–	Sell	-35	Closed	-$2K	–	250
2018 Q4	$2K	Buy	+35	New	+$1.35K	﹤0.01%	365

Other funds holding HYLB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

CSIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Transamerica Financial Advisors's HYLB Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2023, closing a stake of 493 shares — an estimated $17K sold.

Transamerica Financial Advisors first reported a position in HYLB in Q4 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2020. 221 funds tracked by Wall St. Rank hold HYLB as of Q1 2023.

Transamerica Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 493 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $17K.
Transamerica Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Transamerica Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $20K in Q2 2020.
221 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.