WAG
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Wiser Advisor Group’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Wiser Advisor Group’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 		$1.25M Sell
34,485
-390
-1% -$14.3K 1.51% 28
2025
Q4 		$1.28M Buy
34,875
+1,077
+3% +$39.7K 1.47% 27
2025
Q3 		$1.25M Buy
33,798
+435
+1% +$16K 1.56% 25
2025
Q2 		$1.23M Buy
33,363
+740
+2% +$26.7K 2.14% 21
2025
Q1 		$1.18M Buy
32,623
+842
+3% +$30.6K 1.74% 21
2024
Q4 		$1.15M Sell
31,781
-727
-2% -$26.5K 1.67% 22
2024
Q3 		$1.2M Sell
32,508
-3,038
-9% -$110K 1.79% 22
2024
Q2 		$1.26M Sell
35,546
-1,296
-4% -$45.8K 1.98% 17
2024
Q1 		$1.32M Buy
36,842
+966
+3% +$34.3K 2.06% 18
2023
Q4 		$1.28M Buy
+35,876
New +$1.23M 2.12% 14

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