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Wealth Management Associates’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Wealth Management Associates’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$489K Buy
10,480
+2,100
+25% +$98.7K 0.17% 119
2025
Q4 		$395K Buy
+8,380
New +$396K 0.14% 141

Other funds holding HYDW

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Associates's HYDW Position: Q1 2026 in Review

Wealth Management Associates increased its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 25% in Q1 2026, buying an estimated $98.7K and bringing the position to 10,480 shares worth $489K. The position accounts for 0.17% of the portfolio, ranked #119.

Wealth Management Associates first reported a position in HYDW in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HYDW as of Q1 2026.

  • Wealth Management Associates held 10,480 shares of Xtrackers Low Beta High Yield Bond ETF worth $489K as of Q1 2026.
  • Wealth Management Associates bought 2,100 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2026, an estimated $98.7K.
  • Xtrackers Low Beta High Yield Bond ETF made up 0.17% of Wealth Management Associates's portfolio in Q1 2026, its #119 holding.
  • Wealth Management Associates first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.