WA
HYBX

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

Waverly 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
Q1 		$320K Sell
10,801
-22,639
-68% -$679K ﹤0.01% 1270
2025
Q4 		$1M Buy
33,440
+10,130
+43% +$307K 0.01% 765
2025
Q3 		$715K Buy
23,310
+12,290
+112% +$376K 0.01% 735
2025
Q2 		$338K Buy
+11,020
New +$331K ﹤0.01% 929

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Waverly Advisors's HYBX Position: Q1 2026 in Review

Waverly Advisors reduced its TCW High Yield Bond ETF (HYBX) stake by 68% in Q1 2026, selling an estimated $679K and leaving 10,801 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Waverly Advisors first reported a position in HYBX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 11 funds tracked by Wall St. Rank hold HYBX as of Q1 2026.

  • Waverly Advisors held 10,801 shares of TCW High Yield Bond ETF worth $320K as of Q1 2026.
  • Waverly Advisors sold 22,639 TCW High Yield Bond ETF shares in Q1 2026, an estimated $679K.
  • TCW High Yield Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1270 holding.
  • Waverly Advisors first reported a position in TCW High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's TCW High Yield Bond ETF position peaked at $1M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.