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Planning Strategies Inc.’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Planning Strategies Inc.’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
Q2 		$8.84K Buy
+242
New +$8.84K 0.01% 344

Other funds holding HYLB

OPAM
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RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Planning Strategies Inc.'s HYLB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q2 2026: 242 shares worth $8.84K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings.

83 funds tracked by Wall St. Rank hold HYLB as of Q2 2026.

  • Planning Strategies Inc. held 242 shares of Xtrackers USD High Yield Corporate Bond ETF worth $8.84K as of Q2 2026.
  • Xtrackers USD High Yield Corporate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Xtrackers USD High Yield Corporate Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #344 holding.
  • 83 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.