Adams Wealth Management’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Adams Wealth Management’s Portfolio HYSA Stock Details HYSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$762K	Sell	50,911 -13,109	-20%	-$196K	0.15%	90
2026 Q1	$951K	Sell	64,020 -24,247	-27%	-$365K	0.21%	69
2025 Q4	$1.34M	Sell	88,267 -13,368	-13%	-$203K	0.29%	67
2025 Q3	$1.56M	Sell	101,635 -22,617	-18%	-$344K	0.33%	63
2025 Q2	$1.89M	Buy	124,252 +112,030	+917%	+$1.67M	0.36%	61
2025 Q1	$184K	Buy	+12,222	New	+$184K	0.04%	134
2024 Q4	–	Sell	-10,016	Closed	-$154K	–	115
2024 Q3	$154K	Buy	+10,016	New	+$151K	0.03%	109

Other funds holding HYSA

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

CacheTech Inc Logan, Utah $618M AUM 37.94% 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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Adams Wealth Management's HYSA Position: Q2 2026 in Review

Adams Wealth Management reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 20% in Q2 2026, selling an estimated $196K and leaving 50,911 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #90.

Adams Wealth Management first reported a position in HYSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q2 2025. 14 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

Adams Wealth Management held 50,911 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $762K as of Q2 2026.
Adams Wealth Management sold 13,109 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2026, an estimated $196K.
BondBloxx USD High Yield Bond Sector Rotation ETF made up 0.15% of Adams Wealth Management's portfolio in Q2 2026, its #90 holding.
Adams Wealth Management first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2024 and has held it in 7 quarters since.
Adams Wealth Management's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $1.89M in Q2 2025.
14 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.