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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	9,469 +3,900	+70%	+$143K	0.07%	177
2025 Q4	$205K	Buy	+5,569	New	+$205K	0.03%	266
2024 Q4	–	Sell	-16,074	Closed	-$593K	–	251
2024 Q3	$593K	Buy	16,074 +193	+1%	+$6.98K	0.08%	165
2024 Q2	$563K	Buy	15,881 +2	+0%	+$71	0.06%	197
2024 Q1	$567K	Sell	15,879 -102	-0.6%	-$3.62K	0.06%	193
2023 Q4	$568K	Sell	15,981 -124	-0.8%	-$4.25K	0.06%	205
2023 Q3	$546K	Buy	16,105 +137	+0.9%	+$4.7K	0.06%	187
2023 Q2	$551K	Buy	+15,968	New	+$547K	0.08%	178
2023 Q1	–	Sell	-17,560	Closed	-$602K	–	1328
2022 Q4	$602K	Buy	+17,560	New	+$593K	0.04%	233
2022 Q1	$637K	Buy	17,727 +203	+1%	+$7.78K	0.04%	222
2021 Q4	$680K	Buy	17,524 +414	+2%	+$16.4K	0.04%	221
2021 Q3	$679K	Sell	17,110 -1,086	-6%	-$43.6K	0.05%	213
2021 Q2	$726K	Sell	18,196 -3,629	-17%	-$145K	0.05%	193
2021 Q1	$697K	Buy	21,825 +5,104	+31%	+$204K	0.05%	185
2020 Q4	$671K	Buy	16,721 +15	+0.1%	+$589	0.06%	180
2020 Q3	$653K	Sell	16,706 -803	-5%	-$31K	0.06%	166
2020 Q2	$676K	Sell	17,509 -1,551	-8%	-$57.1K	0.07%	153
2020 Q1	$685K	Sell	19,060 -1,268	-6%	-$49K	0.09%	129
2019 Q4	$823K	Sell	20,328 -1,615	-7%	-$64.5K	0.1%	122
2019 Q3	$874K	Buy	21,943 +657	+3%	+$26.3K	0.12%	115
2019 Q2	$846K	Buy	21,286 +11,326	+114%	+$450K	0.13%	113
2019 Q1	$393K	Buy	9,960 +625	+7%	+$24.4K	0.06%	178
2018 Q4	$367K	Buy	9,335 +1,834	+24%	+$70.9K	0.06%	178
2018 Q3	$287K	Buy	+7,501	New	+$297K	0.05%	191