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WealthOne’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

WealthOne’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
Q2 		– Sell
-7,243
Closed -$255K – 101
2020
Q1 		$255K Sell
7,243
-4,325
-37% -$167K 0.2% 71
2019
Q4 		$466K Buy
11,568
+6,258
+118% +$250K 0.29% 48
2019
Q3 		$213K Buy
+5,310
New +$212K 0.15% 84
2019
Q1 		– Sell
-18,948
Closed -$709K – 275
2018
Q4 		$709K Buy
+18,948
New +$732K 0.62% 28

Other funds holding HYLB

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 $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's HYLB Position: Q2 2020 in Review

WealthOne sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2020, closing a stake of 7,243 shares — an estimated $255K sold.

WealthOne first reported a position in HYLB in Q4 2018 and held it in 4 quarters. The position peaked at $709K in Q4 2018. 161 funds tracked by Wall St. Rank hold HYLB as of Q2 2020.

  • WealthOne reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • WealthOne sold 7,243 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $255K.
  • WealthOne first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • WealthOne's Xtrackers USD High Yield Corporate Bond ETF position peaked at $709K in Q4 2018.
  • 161 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2020.

Based on WealthOne's 13F filing for Q2 2020, filed 6 Aug 2020.