Wealthcare Advisory Partners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Wealthcare Advisory Partners’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 Q2	$1.01M	Buy	27,706 +2,569	+10%	+$93.8K	0.02%	517
2026 Q1	$909K	Buy	25,137 +4,059	+19%	+$149K	0.02%	541
2025 Q4	$776K	Buy	21,078 +3,454	+20%	+$127K	0.02%	577
2025 Q3	$654K	Buy	+17,624	New	+$649K	0.01%	601
2024 Q3	–	Sell	-8,559	Closed	-$304K	–	889
2024 Q2	$304K	Sell	8,559 -130	-1%	-$4.59K	0.01%	676
2024 Q1	$310K	Buy	8,689 +70	+0.8%	+$2.48K	0.01%	660
2023 Q4	$306K	Buy	+8,619	New	+$295K	0.01%	603
2021 Q2	–	Sell	-479	Closed	-$19K	–	1138
2021 Q1	$19K	Buy	+479	New	+$19.1K	﹤0.01%	1216
2020 Q2	–	Sell	-255	Closed	-$9K	–	801
2020 Q1	$9K	Buy	255 +226	+779%	+$8.73K	﹤0.01%	946
2019 Q4	$1K	Buy	+29	New	+$1.16K	﹤0.01%	1326

Other funds holding HYLB

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return