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WR Wealth Planners’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$31.5K Buy
873
+19
+2% +$693 0.01% 383
2024
Q3 		$31.5K Buy
+854
New +$30.9K 0.01% 412
2023
Q3 		– Sell
-89
Closed -$3.08K – 929
2023
Q2 		$3.08K Buy
+89
New +$3.05K ﹤0.01% 735

Other funds holding HYLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WR Wealth Planners's HYLB Position: Q4 2024 in Review

WR Wealth Planners increased its Xtrackers USD High Yield Corporate Bond ETF (HYLB) stake by 2.2% in Q4 2024, buying an estimated $693 and bringing the position to 873 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #383.

WR Wealth Planners first reported a position in HYLB in Q2 2023 and has held it in 3 quarters since. The position peaked at $31.5K in Q3 2024. 225 funds tracked by Wall St. Rank hold HYLB as of Q4 2024.

  • WR Wealth Planners held 873 shares of Xtrackers USD High Yield Corporate Bond ETF worth $31.5K as of Q4 2024.
  • WR Wealth Planners bought 19 Xtrackers USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $693.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #383 holding.
  • WR Wealth Planners first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Xtrackers USD High Yield Corporate Bond ETF position peaked at $31.5K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.