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

United Capital 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 Q2	–	Sell	-7,405	Closed	-$257K	–	935
2023 Q1	$257K	Buy	+7,405	New	+$254K	﹤0.01%	864
2022 Q1	–	Sell	-7,612	Closed	-$303K	–	1188
2021 Q4	$303K	Sell	7,612 -7,071	-48%	-$281K	﹤0.01%	1022
2021 Q3	$588K	Sell	14,683 -20,752	-59%	-$834K	﹤0.01%	813
2021 Q2	$1.43M	Sell	35,435 -4,759	-12%	-$191K	0.01%	616
2021 Q1	$1.61M	Buy	40,194 +3,629	+10%	+$145K	0.01%	549
2020 Q4	$1.47M	Buy	36,565 +12,420	+51%	+$488K	0.01%	579
2020 Q3	$929K	Buy	24,145 +794	+3%	+$30.6K	0.01%	684
2020 Q2	$873K	Buy	23,351 +6,090	+35%	+$224K	0.01%	706
2020 Q1	$609K	Buy	+17,261	New	+$667K	0.01%	755

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

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

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

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

United Capital Financial Advisors's HYLB Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2023, closing a stake of 7,405 shares — an estimated $257K sold.

United Capital Financial Advisors first reported a position in HYLB in Q1 2020 and held it in 9 quarters. The position peaked at $1.61M in Q1 2021. 225 funds tracked by Wall St. Rank hold HYLB as of Q2 2023.

United Capital Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 7,405 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2023, an estimated $257K.
United Capital Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
United Capital Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.61M in Q1 2021.
225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.