Summit Financial’s TCW High Yield Bond ETF HYBX Stock Holding History

Summit Financial’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	$3.13M	Buy	+105,685	New	+$3.15M	0.03%	484

Other funds holding HYBX

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's HYBX Position: Q2 2026 in Review

Summit Financial opened a new position in TCW High Yield Bond ETF (HYBX) in Q2 2026: 105,685 shares worth $3.13M. The stake represents 0.03% of the portfolio and ranks #484 among its holdings.

13 funds tracked by Wall St. Rank hold HYBX as of Q2 2026.

Summit Financial held 105,685 shares of TCW High Yield Bond ETF worth $3.13M as of Q2 2026.
TCW High Yield Bond ETF was a new Summit Financial position in Q2 2026.
TCW High Yield Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #484 holding.
13 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.