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

WealthPLAN 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 		$891K Buy
24,407
+14,938
+158% +$546K 0.17% 114
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

Other funds holding HYLB

ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthPLAN Partners's HYLB Position: Q2 2026 in Review

WealthPLAN Partners increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 158% in Q2 2026, buying an estimated $546K and bringing the position to 24,407 shares worth $891K. The position accounts for 0.17% of the portfolio, ranked #114.

WealthPLAN Partners first reported a position in HYLB in Q3 2018 and has held it in 25 quarters since. 238 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

  • WealthPLAN Partners held 24,407 shares of Xtrackers USD High Yield Corporate Bond ETF worth $891K as of Q2 2026.
  • WealthPLAN Partners bought 14,938 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $546K.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.17% of WealthPLAN Partners's portfolio in Q2 2026, its #114 holding.
  • WealthPLAN Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • 238 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.