SHYL DBX ETF TR

Ownership history in PFG Advisors  ·  11 quarters on record

AI Ownership Summary

PFG Advisors reported DBX ETF TR (SHYL) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows SHYL at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PFG Advisors'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 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 PFG Advisors held SHYL — position size vs. price
% of Fund (quarterly)    SHYL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,907 +2,176 +10.5% 0.05% $1.0M 2026-02-14 (Est.) $44.63
2025 Q3 REDUCED 20,731 -48,056 -69.9% 0.04% $942K 2025-11-13 $43.81
2025 Q2 ADDED 68,787 +51,543 +298.9% 0.12% $2.6M 2025-08-07 $43.27
2025 Q1 ADDED 17,244 +1,453 +9.2% 0.04% $769K 2025-05-06 $41.78
2024 Q4 REDUCED 15,791 -5,775 -26.8% 0.04% $707K 2025-02-07 $41.77
2024 Q3 ADDED 21,566 +4,788 +28.5% 0.06% $984K 2024-10-15 $40.94
2024 Q2 ADDED 16,778 +566 +3.5% 0.05% $740K 2024-08-08 $39.67
2024 Q1 REDUCED 16,212 -246 -1.5% 0.05% $722K 2024-05-07 $38.76
2023 Q4 ADDED 16,458 +6,739 +69.3% 0.06% $730K 2024-01-19 $37.86
2023 Q3 ADDED 9,719 +3,786 +63.8% 0.04% $418K 2023-10-13 $35.80
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PFG Advisors and SHYL

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

How long has PFG Advisors reported owning SHYL?

PFG Advisors reported SHYL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SHYL position in PFG Advisors's portfolio?

The largest reported portfolio weight for SHYL was 0.12% in 2025 Q2.

What is the latest reported SHYL position on this page?

The most recent filing on this page is 2025 Q4, when PFG Advisors reported 22,907 shares, equal to 0.05% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SHYL ownership page compare?

The chart compares PFG Advisors'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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