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
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
CPA
Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $103B AUM 28.65% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EA
Evolution Advisers Richmond, Virginia $272M AUM 14.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Osaic Holdings's HYBX Position: Q1 2026 in Review

Osaic Holdings reduced its TCW High Yield Bond ETF (HYBX) stake by 9.4% in Q1 2026, selling an estimated $11.3K and leaving 3,625 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Osaic Holdings first reported a position in HYBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $578K in Q4 2024. 11 funds tracked by Wall St. Rank hold HYBX as of Q1 2026.

  • Osaic Holdings held 3,625 shares of TCW High Yield Bond ETF worth $108K as of Q1 2026.
  • Osaic Holdings sold 378 TCW High Yield Bond ETF shares in Q1 2026, an estimated $11.3K.
  • TCW High Yield Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4627 holding.
  • Osaic Holdings first reported a position in TCW High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's TCW High Yield Bond ETF position peaked at $578K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.