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

True Link 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 Q4	–	Sell	-33,440	Closed	-$1.13M	–	82
2023 Q3	$1.13M	Hold	33,440	–	–	0.14%	45
2023 Q2	$1.15M	Hold	33,440	–	–	0.14%	44
2023 Q1	$1.16M	Hold	33,440	–	–	0.15%	48
2022 Q4	$1.13M	Hold	33,440	–	–	0.15%	49
2022 Q3	$1.09M	Hold	33,440	–	–	0.16%	53
2022 Q2	$1.13M	Hold	33,440	–	–	0.17%	55
2022 Q1	$1.26M	Hold	33,440	–	–	0.18%	50
2021 Q4	$1.33M	Hold	33,440	–	–	0.18%	60
2021 Q3	$1.34M	Hold	33,440	–	–	0.18%	59
2021 Q2	$1.35M	Sell	33,440 -39	-0.1%	-$1.56K	0.2%	54
2021 Q1	$1.34M	Buy	33,479 +38	+0.1%	+$1.52K	0.19%	56
2020 Q4	$1.34M	Buy	+33,441	New	+$1.31M	0.21%	54

Other funds holding HYLB

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

CSIA

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

OPAM

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

True Link Financial Advisors's HYLB Position: Q4 2023 in Review

True Link Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2023, closing a stake of 33,440 shares — an estimated $1.13M sold.

True Link Financial Advisors first reported a position in HYLB in Q4 2020 and held it in 12 quarters. The position peaked at $1.35M in Q2 2021. 219 funds tracked by Wall St. Rank hold HYLB as of Q4 2023.

True Link Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 33,440 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.13M.
True Link Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.35M in Q2 2021.
219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.