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

WealthSource 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
2021
Q1 		– Sell
-9,740
Closed -$390K – 445
2020
Q4 		$390K Buy
+9,740
New +$383K 0.05% 245

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Manulife (Manufacturers Life Insurance)
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SEI Investments
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CSIA
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

WealthSource Partners's HYLB Position: Q1 2021 in Review

WealthSource Partners sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2021, closing a stake of 9,740 shares — an estimated $390K sold.

WealthSource Partners first reported a position in HYLB in Q4 2020 and held it in 1 quarter. The position peaked at $390K in Q4 2020. 231 funds tracked by Wall St. Rank hold HYLB as of Q1 2021.

  • WealthSource Partners reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 9,740 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $390K.
  • WealthSource Partners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • WealthSource Partners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $390K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.