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

Trevian Wealth Management’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
2026
Q1 		– Sell
-11,097
Closed -$409K – 47
2025
Q4 		$409K Buy
+11,097
New +$409K 0.19% 43

Other funds holding HYLB

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

Trevian Wealth Management's HYLB Position: Q1 2026 in Review

Trevian Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2026, closing a stake of 11,097 shares — an estimated $409K sold.

Trevian Wealth Management first reported a position in HYLB in Q4 2025 and held it in 1 quarter. The position peaked at $409K in Q4 2025. 218 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

  • Trevian Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Trevian Wealth Management sold 11,097 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $409K.
  • Trevian Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Trevian Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $409K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.