Kozak & Associates, Inc. HYLB β€” XTRACKERS USD HIGH YIELD CORPORATE BOND ETF

Ownership history in Kozak & Associates, Inc.  Β·  2 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported XTRACKERS USD HIGH YIELD CORPORATE BOND ETF (HYLB) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows HYLB at 0.00% 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 HYLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kozak & Associates, Inc.'s position in XTRACKERS USD HIGH YIELD CORPORATE BOND ETF, 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
2026 Q2

HYLB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Kozak & Associates, Inc. held HYLB β€” position size vs. price
% of Fund (quarterly)    HYLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” β€” -36 -100.0% 0.00% $8 2026-07-02 $36.39
2026 Q1 INITIATED β€” β€” β€” 36 β€” β€” 0.00% $1K 2026-04-14 $36.37

FAQ About Kozak & Associates, Inc. and HYLB

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

How long has Kozak & Associates, Inc. reported owning HYLB?

Kozak & Associates, Inc. reported HYLB across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported HYLB position in Kozak & Associates, Inc.'s portfolio?

The largest reported portfolio weight for HYLB was 0.00% in 2026 Q1.

What is the latest reported HYLB position on this page?

The latest section of the table and chart shows the most recent reported HYLB position for Kozak & Associates, Inc..

What does the chart on this HYLB ownership page compare?

The chart compares Kozak & Associates, Inc.'s quarterly HYLB 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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