Back to the fund page

Xtrackers Portfolio Income UCITS ETF 1dhistory

IE00B3Y8D011 · issuer-declared data, archived by Rebalix

Fund assets (AUM)

59 mln €+0% on the monthsemi-annual points from the SICAV’s official financial statements since 2019 + monthly Rebalix archive since August 2026
Dec 19Dec 20Jun 21Dec 21Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Aug 26Sept 26

Fund events

The documented changes in the fund’s life, drawn from issuer sources and preserved over time.

1 July 2026 · tax
White-list share: 26.95%25.47%
From the issuer’s semi-annual tax document — tax page →
1 January 2026 · tax
White-list share: 27.91%26.95%
From the issuer’s semi-annual tax document — tax page →
31 December 2025 · accounts
Certified snapshot: 59 mln € of assets in the SICAV’s financial statements
Issuer’s official report — fund-level assets
11 more certified snapshots on record
30 June 202560 mln €
31 December 202465 mln €
30 June 202466 mln €
31 December 202370 mln €
30 June 202370 mln €
31 December 202269 mln €
30 June 202273 mln €
31 December 202183 mln €
30 June 202164 mln €
31 December 202053 mln €
31 December 201953 mln €
1 July 2025 · tax
White-list share: 26.59%27.91%
From the issuer’s semi-annual tax document — tax page →
1 January 2025 · tax
White-list share: 25.57%26.59%
From the issuer’s semi-annual tax document — tax page →
1 January 2024 · tax
White-list share: 26.88%25.27%
From the issuer’s semi-annual tax document — tax page →
1 July 2023 · tax
White-list share: 35.52%26.88%
From the issuer’s semi-annual tax document — tax page →
1 January 2023 · tax
White-list share: 41.52%35.52%
From the issuer’s semi-annual tax document — tax page →
4 February 2011 · launch
Launch of this share class
Date declared by the issuer — the fund may have older share classes
Dates distinguish, where available, the event’s effective date, the document date and when Rebalix detected it. The history may be incomplete for periods before our archive began.

Monthly basket history

MonthAUMHoldingsTop 10 (largest)Top countryWhat changed
Sept 202659 mln € (ongoing)22Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 2C EUR Hedged 12.14%Luxembourg 15.8%holdings list unchanged. See the month →
Aug 202659 mln €22Xtrackers USD Corporate Bond Short Duration SRI PAB UCITS ETF 2C EUR Hedged 12.28%Luxembourg 16.2%first snapshot on record
The Holdings column counts the snapshot’s positions as declared by the issuer, cash and duplicate lines included; the comparison in “What changed” excludes cash and merges lines of the same holding — the two totals may differ. The latest month’s AUM is the most recent value of the ongoing month.
Month-on-month comparisons (holdings added, removed, weight changes) start with the 2 September 2026 snapshot. The basket snapshot archive starts in August 2026.
AUM in the fund currency. We record the past: nothing on this page is a recommendation.