SHYL β€” DBX ETF TR

Ownership history in ABLE Financial Group, LLC  Β·  5 quarters on record

AI Ownership Summary

ABLE Financial Group, LLC reported DBX ETF TR (SHYL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q1. The latest visible filing shows SHYL at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABLE Financial Group, LLC's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHYL was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABLE Financial Group, LLC held SHYL β€” position size vs. price
% of Fund (quarterly)    SHYL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 68,752 -54,920 -44.4% 0.63% $3.1M 2026-02-14 (Est.) $44.63
2025 Q3 ADDED 123,672 +18,386 +17.5% 1.22% $5.6M 2025-10-10 $43.50
2025 Q2 ADDED 105,286 +6,996 +7.1% 1.15% $4.8M 2025-07-14 $43.13
2025 Q1 ADDED 98,290 +6,839 +7.5% 1.23% $4.4M 2025-04-28 $41.84
2024 Q4 INITIATED 91,451 β€” β€” 1.21% $4.1M 2025-02-27 $42.05

FAQ About ABLE Financial Group, LLC and SHYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABLE Financial Group, LLC reported owning SHYL?

ABLE Financial Group, LLC reported SHYL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SHYL position in ABLE Financial Group, LLC's portfolio?

The largest reported portfolio weight for SHYL was 1.23% in 2025 Q1.

What is the latest reported SHYL position on this page?

The most recent filing on this page is 2025 Q4, when ABLE Financial Group, LLC reported 68,752 shares, equal to 0.63% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SHYL ownership page compare?

The chart compares ABLE Financial Group, LLC's quarterly SHYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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