WIM
HYLB icon

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
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 $11.4B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return