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

Valeo 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
2020
Q3 		– Sell
-2,451
Closed -$92K – 1832
2020
Q2 		$92K Buy
+2,451
New +$90.3K 0.01% 526

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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
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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valeo Financial Advisors's HYLB Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2020, closing a stake of 2,451 shares — an estimated $92K sold.

Valeo Financial Advisors first reported a position in HYLB in Q2 2020 and held it in 1 quarter. The position peaked at $92K in Q2 2020. 182 funds tracked by Wall St. Rank hold HYLB as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,451 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2020, an estimated $92K.
  • Valeo Financial Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $92K in Q2 2020.
  • 182 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.