LGWM
HYBX

Litman Gregory Wealth Management’s TCW High Yield Bond ETF HYBX Stock Holding History

Litman Gregory Wealth Management’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
-6,693
Closed -$204K – 145
2024
Q4 		$204K Buy
+6,693
New +$205K 0.02% 133

Other funds holding HYBX

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CPA
Clear Point Advisors Melville, New York $113M AUM 15.01% 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

Litman Gregory Wealth Management's HYBX Position: Q1 2025 in Review

Litman Gregory Wealth Management sold out of TCW High Yield Bond ETF (HYBX) in Q1 2025, closing a stake of 6,693 shares — an estimated $204K sold.

Litman Gregory Wealth Management first reported a position in HYBX in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 13 funds tracked by Wall St. Rank hold HYBX as of Q1 2025.

  • Litman Gregory Wealth Management reported no remaining TCW High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 6,693 TCW High Yield Bond ETF shares in Q1 2025, an estimated $204K.
  • Litman Gregory Wealth Management first reported a position in TCW High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Litman Gregory Wealth Management's TCW High Yield Bond ETF position peaked at $204K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q1 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.