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United Financial Planning Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

United Financial Planning Group’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
-36
Closed -$1.33K – 532
2025
Q4 		$1.33K Buy
+36
New +$1.33K ﹤0.01% 350

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

United Financial Planning Group's HYLB Position: Q1 2026 in Review

United Financial Planning Group sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2026, closing a stake of 36 shares — an estimated $1.33K sold.

United Financial Planning Group first reported a position in HYLB in Q4 2025 and held it in 1 quarter. The position peaked at $1.33K in Q4 2025. 219 funds tracked by Wall St. Rank hold HYLB as of Q1 2026.

  • United Financial Planning Group reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 36 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.33K.
  • United Financial Planning Group first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.33K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.