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
Q2 		$269K Sell
9,063
-1,738
-16% -$51.8K ﹤0.01% 1477
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
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
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's HYBX Position: Q2 2026 in Review

Waverly Advisors reduced its TCW High Yield Bond ETF (HYBX) stake by 16% in Q2 2026, selling an estimated $51.8K and leaving 9,063 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Waverly Advisors first reported a position in HYBX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 13 funds tracked by Wall St. Rank hold HYBX as of Q2 2026.

  • Waverly Advisors held 9,063 shares of TCW High Yield Bond ETF worth $269K as of Q2 2026.
  • Waverly Advisors sold 1,738 TCW High Yield Bond ETF shares in Q2 2026, an estimated $51.8K.
  • TCW High Yield Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1477 holding.
  • Waverly Advisors first reported a position in TCW High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's TCW High Yield Bond ETF position peaked at $1M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held TCW High Yield Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.