Twelve Points Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Twelve Points Wealth Management’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,928	Closed	-$253K	–	167
2022 Q4	$253K	Sell	5,928 -113,293	-95%	-$4.83M	0.17%	143
2022 Q3	$4.96M	Buy	119,221 +15,428	+15%	+$667K	3.85%	2
2022 Q2	$4.39M	Buy	103,793 +30,879	+42%	+$1.36M	3.38%	2
2022 Q1	$3.35M	Buy	72,914 +41,691	+134%	+$1.93M	2.5%	4
2021 Q4	$1.48M	Buy	+31,223	New	+$1.48M	1.2%	15

Other funds holding SHYL

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Twelve Points Wealth Management's SHYL Position: Q1 2023 in Review

Twelve Points Wealth Management sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q1 2023, closing a stake of 5,928 shares — an estimated $253K sold.

Twelve Points Wealth Management first reported a position in SHYL in Q4 2021 and held it in 5 quarters. The position peaked at $4.96M in Q3 2022. 29 funds tracked by Wall St. Rank hold SHYL as of Q1 2023.

Twelve Points Wealth Management reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Twelve Points Wealth Management sold 5,928 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2023, an estimated $253K.
Twelve Points Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
Twelve Points Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $4.96M in Q3 2022.
29 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2023.

Based on Twelve Points Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.