WealthPlan Investment Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

WealthPlan Investment Management’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	$4.31M	Buy	118,148 +22,834	+24%	+$834K	0.21%	94
2026 Q1	$3.45M	Buy	95,314 +22,361	+31%	+$822K	0.19%	115
2025 Q4	$2.69M	Buy	72,953 +16,878	+30%	+$622K	0.17%	113
2025 Q3	$2.08M	Buy	56,075 +41,865	+295%	+$1.54M	0.14%	127
2025 Q2	$525K	Sell	14,210 -78	-0.5%	-$2.81K	0.04%	233
2025 Q1	$517K	Sell	14,288 -1,144	-7%	-$41.6K	0.05%	168
2024 Q4	$557K	Buy	+15,432	New	+$563K	0.06%	160
2023 Q1	–	Sell	-17,560	Closed	-$602K	–	490
2022 Q4	$602K	Buy	17,560 +18	+0.1%	+$608	0.04%	232
2022 Q3	$602K	Buy	+17,542	New	+$607K	0.04%	217
2022 Q1	$637K	Buy	+17,727	New	+$679K	0.04%	222

Other funds holding HYLB

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPlan Investment Management's HYLB Position: Q2 2026 in Review

WealthPlan Investment Management increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 24% in Q2 2026, buying an estimated $834K and bringing the position to 118,148 shares worth $4.31M. The position accounts for 0.21% of the portfolio, ranked #94.

WealthPlan Investment Management first reported a position in HYLB in Q1 2022 and has held it in 10 quarters since. 239 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

WealthPlan Investment Management held 118,148 shares of Xtrackers USD High Yield Corporate Bond ETF worth $4.31M as of Q2 2026.
WealthPlan Investment Management bought 22,834 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $834K.
Xtrackers USD High Yield Corporate Bond ETF made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #94 holding.
WealthPlan Investment Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
239 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.