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

Transform Wealth’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
2025 Q1	$6.02M	Sell	166,491 -26,322	-14%	-$958K	0.36%	69
2024 Q4	$6.96M	Sell	192,813 -49,942	-21%	-$1.82M	0.39%	65
2024 Q3	$8.96M	Buy	+242,755	New	+$8.78M	0.59%	50
2020 Q2	–	Sell	-57,426	Closed	-$2.02M	–	230
2020 Q1	$2.02M	Buy	+57,426	New	+$2.22M	0.43%	81

Other funds holding HYLB

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Transform Wealth's HYLB Position: Q1 2025 in Review

Transform Wealth reduced its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 14% in Q1 2025, selling an estimated $958K and leaving 166,491 shares worth $6.02M. The position accounts for 0.36% of the portfolio, ranked #69.

Transform Wealth first reported a position in HYLB in Q1 2020 and has held it in 4 quarters since. The position peaked at $8.96M in Q3 2024. 226 funds tracked by Wall St. Rank hold HYLB as of Q1 2025.

Transform Wealth held 166,491 shares of Xtrackers USD High Yield Corporate Bond ETF worth $6.02M as of Q1 2025.
Transform Wealth sold 26,322 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $958K.
Xtrackers USD High Yield Corporate Bond ETF made up 0.36% of Transform Wealth's portfolio in Q1 2025, its #69 holding.
Transform Wealth first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 4 quarters since.
Transform Wealth's Xtrackers USD High Yield Corporate Bond ETF position peaked at $8.96M in Q3 2024.
226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.