WT Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

WT Wealth Management’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
2020 Q2	–	Sell	-30,138	Closed	-$1.06M	–	87
2020 Q1	$1.06M	Buy	30,138 +2,425	+9%	+$93.7K	1.12%	22
2019 Q4	$1.12M	Buy	27,713 +2,455	+10%	+$98.1K	0.85%	30
2019 Q3	$1.01M	Buy	+25,258	New	+$1.01M	0.88%	31

Other funds holding HYLB

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WT Wealth Management's HYLB Position: Q2 2020 in Review

WT Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2020, closing a stake of 30,138 shares — an estimated $1.06M sold.

WT Wealth Management first reported a position in HYLB in Q3 2019 and held it in 3 quarters. The position peaked at $1.12M in Q4 2019. 161 funds tracked by Wall St. Rank hold HYLB as of Q2 2020.

WT Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
WT Wealth Management sold 30,138 Xtrackers USD High Yield Corporate Bond ETF shares in Q2 2020, an estimated $1.06M.
WT Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
WT Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.12M in Q4 2019.
161 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2020.

Based on WT Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.