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WCG Wealth Advisors’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

WCG Wealth Advisors’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
-12,284
Closed -$523K – 166
2022
Q4 		$523K Sell
12,284
-289
-2% -$12.3K 0.07% 138
2022
Q3 		$523K Buy
12,573
+559
+5% +$24.2K 0.07% 178
2022
Q2 		$508K Buy
+12,014
New +$530K 0.07% 169

Other funds holding SHYL

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CF
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCG Wealth Advisors's SHYL Position: Q1 2023 in Review

WCG Wealth Advisors sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q1 2023, closing a stake of 12,284 shares — an estimated $523K sold.

WCG Wealth Advisors first reported a position in SHYL in Q2 2022 and held it in 3 quarters. The position peaked at $523K in Q4 2022. 29 funds tracked by Wall St. Rank hold SHYL as of Q1 2023.

  • WCG Wealth Advisors reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 12,284 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2023, an estimated $523K.
  • WCG Wealth Advisors first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q2 2022 and held it in 3 quarters.
  • WCG Wealth Advisors's Xtrackers Short Duration High Yield Bond ETF position peaked at $523K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2023.

Based on WCG Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.