Clear Point Advisors’s TCW High Yield Bond ETF HYBX Stock Holding History

Clear Point 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
2026 Q3	$1.01M	Buy	34,894 +535	+2%	+$15.8K	0.69%	41
2026 Q2	$1.02M	Buy	34,359 +617	+2%	+$18.4K	0.9%	33
2026 Q1	$1M	Buy	33,742 +860	+3%	+$25.8K	0.78%	26
2025 Q4	$984K	Buy	32,882 +863	+3%	+$26.1K	0.76%	35
2025 Q3	$983K	Sell	32,019 -936	-3%	-$28.6K	0.76%	37
2025 Q2	$1.01M	Buy	32,955 +638	+2%	+$19.2K	0.85%	31
2025 Q1	$978K	Sell	32,317 -386	-1%	-$11.8K	0.88%	35
2024 Q4	$994K	Buy	+32,703	New	+$999K	0.85%	33

Other funds holding HYBX

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clear Point Advisors's HYBX Position: Q3 2026 in Review

Clear Point Advisors increased its TCW High Yield Bond ETF (HYBX) stake by 1.6% in Q3 2026, buying an estimated $15.8K and bringing the position to 34,894 shares worth $1.01M. The position accounts for 0.69% of the portfolio, ranked #41.

Clear Point Advisors first reported a position in HYBX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2026. 11 funds tracked by Wall St. Rank hold HYBX as of Q3 2026.

Clear Point Advisors held 34,894 shares of TCW High Yield Bond ETF worth $1.01M as of Q3 2026.
Clear Point Advisors bought 535 TCW High Yield Bond ETF shares in Q3 2026, an estimated $15.8K.
TCW High Yield Bond ETF made up 0.69% of Clear Point Advisors's portfolio in Q3 2026, its #41 holding.
Clear Point Advisors first reported a position in TCW High Yield Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clear Point Advisors's TCW High Yield Bond ETF position peaked at $1.02M in Q2 2026.
11 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.