UFF
HYLB icon

USA Financial Formulas’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

USA Financial Formulas’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
2020
Q4 		– Sell
-84
Closed -$3K – 363
2020
Q3 		$3K Buy
+84
New +$3.24K ﹤0.01% 197
2019
Q1 		– Sell
-9
Closed – – 218
2018
Q4 		$0 Buy
+9
New +$348 ﹤0.01% 365

Other funds holding HYLB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

USA Financial Formulas's HYLB Position: Q4 2020 in Review

USA Financial Formulas sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q4 2020, closing a stake of 84 shares — an estimated $3K sold.

USA Financial Formulas first reported a position in HYLB in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 226 funds tracked by Wall St. Rank hold HYLB as of Q4 2020.

  • USA Financial Formulas reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 84 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $3K.
  • USA Financial Formulas first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • USA Financial Formulas's Xtrackers USD High Yield Corporate Bond ETF position peaked at $3K in Q3 2020.
  • 226 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.