Congress Wealth Management’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
48,419
-4,315
| -8% | -$65.6K | 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% | -$8.79K | 0.01% | 552 |
|
|
2024
Q3 | $836K | Sell |
54,498
-598
| -1% | -$9.17K | 0.01% | 543 |
|
|
2024
Q2 | $818K | Buy |
+55,096
| New | +$818K | 0.01% | 460 |
|
|
2023
Q4 | – | Sell |
-62,559
| Closed | -$899K | – | 637 |
|
|
2023
Q3 | $899K | Buy |
+62,559
| New | +$899K | 0.02% | 388 |
|