Western Wealth Management’s Xtrackers Short Duration High Yield Bond ETF SHYL Stock Holding History

Western Wealth Management’s Portfolio SHYL Stock Details SHYL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,076	Closed	-$802K	–	716
2023 Q4	$802K	Hold	18,076	–	–	0.06%	313
2023 Q3	$778K	Buy	18,076 +190	+1%	+$8.22K	0.07%	298
2023 Q2	$777K	Buy	17,886 +476	+3%	+$20.5K	0.07%	285
2023 Q1	$760K	Buy	17,410 +867	+5%	+$37.5K	0.07%	280
2022 Q4	$705K	Sell	16,543 -100	-0.6%	-$4.27K	0.07%	284
2022 Q3	$718K	Buy	+16,643	New	+$719K	0.04%	389

Other funds holding SHYL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Wealth Management's SHYL Position: Q1 2024 in Review

Western Wealth Management sold out of Xtrackers Short Duration High Yield Bond ETF (SHYL) in Q1 2024, closing a stake of 18,076 shares — an estimated $802K sold.

Western Wealth Management first reported a position in SHYL in Q3 2022 and held it in 6 quarters. The position peaked at $802K in Q4 2023. 31 funds tracked by Wall St. Rank hold SHYL as of Q1 2024.

Western Wealth Management reported no remaining Xtrackers Short Duration High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 18,076 Xtrackers Short Duration High Yield Bond ETF shares in Q1 2024, an estimated $802K.
Western Wealth Management first reported a position in Xtrackers Short Duration High Yield Bond ETF in Q3 2022 and held it in 6 quarters.
Western Wealth Management's Xtrackers Short Duration High Yield Bond ETF position peaked at $802K in Q4 2023.
31 funds tracked by Wall St. Rank held Xtrackers Short Duration High Yield Bond ETF as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.