Number of Shares
323,073.00
Current Holdings Value*
$11.93 Mil
% of Portfolio
5.16%
Total Estimate Gain
$616,547.51
% of Total Estimate Gain
4.50%

Boyd Wealth Management, LLC's Xtrackers USD High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, Boyd Wealth Management, LLC held 323,073.00 shares of Xtrackers USD High Yield Corporate Bond ETF(HYLB), totaling $11.93 Mil. This investment constitutes 5.16% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.3% of the outstanding Xtrackers USD High Yield Corporate Bond ETF(HYLB) stock.

The initial trade took place in 2023Q1. And since then Boyd Wealth Management, LLC has made 6 purchases of HYLB, at an average price of $34.87, for a total of 392,648.00 shares. In addition, there have been 3 sales at an average price of $34.59 for 69,575.00 shares. Based on historical transaction data and HYLB's current price of $36.84, Boyd Wealth Management, LLC's estimated gain on his HYLB holdings is $616,547.51, reflecting a 4.50% gain to date.

Boyd Wealth Management, LLC HYLB ($36.84) Holding Chart

Boyd Wealth Management, LLC HYLB ($36.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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