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

Congress 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
2025
Q2 		$736K Sell
48,419
-4,315
-8% -$64.2K 0.01% 798
2025
Q1 		$792K Sell
52,734
-1,176
-2% -$17.7K 0.01% 682
2024
Q4 		$806K Sell
53,910
-588
-1% -$8.93K 0.01% 552
2024
Q3 		$836K Sell
54,498
-598
-1% -$9.01K 0.01% 543
2024
Q2 		$818K Buy
+55,096
New +$816K 0.01% 460
2023
Q4 		– Sell
-62,559
Closed -$899K – 637
2023
Q3 		$899K Buy
+62,559
New +$903K 0.02% 388

Other funds holding HYSA

CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Congress Wealth Management's HYSA Position: Q2 2025 in Review

Congress Wealth Management reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 8.2% in Q2 2025, selling an estimated $64.2K and leaving 48,419 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #798.

Congress Wealth Management first reported a position in HYSA in Q3 2023 and has held it in 6 quarters since. The position peaked at $899K in Q3 2023. 13 funds tracked by Wall St. Rank hold HYSA as of Q2 2025.

  • Congress Wealth Management held 48,419 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $736K as of Q2 2025.
  • Congress Wealth Management sold 4,315 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2025, an estimated $64.2K.
  • BondBloxx USD High Yield Bond Sector Rotation ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #798 holding.
  • Congress Wealth Management first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and has held it in 6 quarters since.
  • Congress Wealth Management's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $899K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.