AWA
HYBX

Arete Wealth Advisors’s TCW High Yield Bond ETF HYBX Stock Holding History

Arete Wealth Advisors’s Portfolio HYBX Stock Details HYBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51,925
Closed -$1.58M – 816
2024
Q4 		$1.58M Buy
+51,925
New +$1.59M 0.11% 183

Other funds holding HYBX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Arete Wealth Advisors's HYBX Position: Q1 2025 in Review

Arete Wealth Advisors sold out of TCW High Yield Bond ETF (HYBX) in Q1 2025, closing a stake of 51,925 shares — an estimated $1.58M sold.

Arete Wealth Advisors first reported a position in HYBX in Q4 2024 and held it in 1 quarter. The position peaked at $1.58M in Q4 2024. 13 funds tracked by Wall St. Rank hold HYBX as of Q1 2025.

  • Arete Wealth Advisors reported no remaining TCW High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 51,925 TCW High Yield Bond ETF shares in Q1 2025, an estimated $1.58M.
  • Arete Wealth Advisors first reported a position in TCW High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's TCW High Yield Bond ETF position peaked at $1.58M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.