Osaic Holdings
HYBX

Osaic Holdings’s TCW High Yield Bond ETF HYBX Stock Holding History

Osaic Holdings’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
Q2 		$81.4K Sell
2,744
-881
-24% -$26.3K ﹤0.01% 5116
2026
Q1 		$108K Sell
3,625
-378
-9% -$11.3K ﹤0.01% 4627
2025
Q4 		$120K Sell
4,003
-7,189
-64% -$218K ﹤0.01% 4561
2025
Q3 		$343K Buy
11,192
+1,179
+12% +$36.1K ﹤0.01% 3741
2025
Q2 		$307K Sell
10,013
-4,974
-33% -$150K ﹤0.01% 3577
2025
Q1 		$453K Sell
14,987
-4,010
-21% -$122K ﹤0.01% 2970
2024
Q4 		$578K Buy
+18,997
New +$581K ﹤0.01% 2660

Other funds holding HYBX

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's HYBX Position: Q2 2026 in Review

Osaic Holdings reduced its TCW High Yield Bond ETF (HYBX) stake by 24% in Q2 2026, selling an estimated $26.3K and leaving 2,744 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5116.

Osaic Holdings first reported a position in HYBX in Q4 2024 and has held it in 7 quarters since. The position peaked at $578K in Q4 2024. 13 funds tracked by Wall St. Rank hold HYBX as of Q2 2026.

  • Osaic Holdings held 2,744 shares of TCW High Yield Bond ETF worth $81.4K as of Q2 2026.
  • Osaic Holdings sold 881 TCW High Yield Bond ETF shares in Q2 2026, an estimated $26.3K.
  • TCW High Yield Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5116 holding.
  • Osaic Holdings first reported a position in TCW High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Osaic Holdings's TCW High Yield Bond ETF position peaked at $578K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.